1W
V icon

1776 Wealth’s Visa V Stock Holding History

1776 Wealth’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.36M Sell
7,824
-28
-0.4% -$9K 0.93% 21
2025
Q4 		$2.75M Sell
7,852
-41
-0.5% -$14K 1.04% 18
2025
Q3 		$2.69M Sell
7,893
-1,312
-14% -$454K 1.04% 19
2025
Q2 		$3.27M Sell
9,205
-141
-2% -$49.1K 1.35% 17
2025
Q1 		$3.28M Sell
9,346
-75
-0.8% -$25.4K 1.5% 15
2024
Q4 		$2.98M Buy
9,421
+1
+0% +$301 1.37% 15
2024
Q3 		$2.59M Sell
9,420
-319
-3% -$86.2K 1.16% 19
2024
Q2 		$2.56M Sell
9,739
-523
-5% -$143K 1.15% 18
2024
Q1 		$2.86M Sell
10,262
-29
-0.3% -$8.01K 1.36% 17
2023
Q4 		$2.68M Buy
10,291
+257
+3% +$63.3K 1.33% 16
2023
Q3 		$2.31M Buy
10,034
+44
+0.4% +$10.6K 1.22% 21
2023
Q2 		$2.37M Sell
9,990
-836
-8% -$191K 1.25% 17
2023
Q1 		$2.44M Buy
10,826
+32
+0.3% +$7.12K 1.47% 13
2022
Q4 		$2.24M Buy
10,794
+132
+1% +$26.6K 1.61% 12
2022
Q3 		$1.9M Buy
10,662
+1
+0% +$203 1.44% 16
2022
Q2 		$2.1M Buy
10,661
+70
+0.7% +$14.5K 1.47% 14
2022
Q1 		$2.33M Sell
10,591
-50
-0.5% -$10.8K 1.35% 16
2021
Q4 		$2.31M Buy
10,641
+232
+2% +$49.8K 1.24% 15
2021
Q3 		$2.31M Buy
10,409
+138
+1% +$32.4K 1.32% 15
2021
Q2 		$2.4M Hold
10,271
– – 1.35% 14
2021
Q1 		$2.11M Sell
10,271
-8
-0.1% -$1.68K 1.33% 16
2020
Q4 		$2.25M Sell
10,279
-63
-0.6% -$12.9K 1.41% 14
2020
Q3 		$2.07M Sell
10,342
-2,298
-18% -$459K 1.5% 13
2020
Q2 		$2.44M Sell
12,640
-8,684
-41% -$1.59M 1.68% 11
2020
Q1 		$3.65M Buy
21,324
+14,049
+193% +$2.65M 1.54% 10
2019
Q4 		$1.39M Buy
+7,275
New +$1.31M 1.18% 15

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

1776 Wealth's V Position: Q1 2026 in Review

1776 Wealth reduced its Visa (V) stake by 0.36% in Q1 2026, selling an estimated $9K and leaving 7,824 shares worth $2.36M. The position accounts for 0.93% of the portfolio, ranked #21.

1776 Wealth first reported a position in V in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.65M in Q1 2020. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • 1776 Wealth held 7,824 shares of Visa worth $2.36M as of Q1 2026.
  • 1776 Wealth sold 28 Visa shares in Q1 2026, an estimated $9K.
  • Visa made up 0.93% of 1776 Wealth's portfolio in Q1 2026, its #21 holding.
  • 1776 Wealth first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • 1776 Wealth's Visa position peaked at $3.65M in Q1 2020.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.