1WM
V icon

1900 Wealth Management’s Visa V Stock Holding History

1900 Wealth Management’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 		$1.37M Sell
4,546
-199
-4% -$64K 0.09% 91
2025
Q4 		$1.66M Buy
4,745
+706
+17% +$241K 0.11% 86
2025
Q3 		$1.38M Sell
4,039
-274
-6% -$94.8K 0.09% 86
2025
Q2 		$1.53M Sell
4,313
-39
-0.9% -$13.6K 0.12% 74
2025
Q1 		$1.53M Sell
4,352
-193
-4% -$65.3K 0.13% 75
2024
Q4 		$1.44M Buy
4,545
+152
+3% +$45.7K 0.12% 79
2024
Q3 		$1.21M Buy
4,393
+1
+0% +$270 0.1% 88
2024
Q2 		$1.15M Sell
4,392
-281
-6% -$77K 0.11% 89
2024
Q1 		$1.3M Sell
4,673
-221
-5% -$61K 0.12% 91
2023
Q4 		$1.27M Sell
4,894
-494
-9% -$122K 0.12% 119
2023
Q3 		$1.24M Sell
5,388
-286
-5% -$68.7K 0.12% 119
2023
Q2 		$1.35M Buy
5,674
+303
+6% +$69.3K 0.14% 106
2023
Q1 		$1.13M Buy
5,371
+568
+12% +$126K 0.12% 112
2022
Q4 		$998K Buy
4,803
+5
+0.1% +$1.01K 0.11% 119
2022
Q3 		$853K Sell
4,798
-59
-1% -$12K 0.1% 121
2022
Q2 		$956K Buy
4,857
+68
+1% +$14.1K 0.1% 118
2022
Q1 		$1.06M Buy
4,789
+2,100
+78% +$454K 0.1% 119
2021
Q4 		$583K Buy
+2,689
New +$577K 0.05% 161

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

1900 Wealth Management's V Position: Q1 2026 in Review

1900 Wealth Management reduced its Visa (V) stake by 4.2% in Q1 2026, selling an estimated $64K and leaving 4,546 shares worth $1.37M. The position accounts for 0.09% of the portfolio, ranked #91.

1900 Wealth Management first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.66M in Q4 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • 1900 Wealth Management held 4,546 shares of Visa worth $1.37M as of Q1 2026.
  • 1900 Wealth Management sold 199 Visa shares in Q1 2026, an estimated $64K.
  • Visa made up 0.09% of 1900 Wealth Management's portfolio in Q1 2026, its #91 holding.
  • 1900 Wealth Management first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • 1900 Wealth Management's Visa position peaked at $1.66M in Q4 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.