2WWM
V icon

21 West Wealth Management’s Visa V Stock Holding History

21 West 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
Q2 		$343K Hold
999
– – 0.29% 54
2026
Q1 		$302K Hold
999
– – 0.28% 52
2025
Q4 		$350K Hold
999
– – 0.32% 50
2025
Q3 		$341K Sell
999
-6
-0.6% -$2.08K 0.32% 52
2025
Q2 		$357K Buy
+1,005
New +$350K 0.36% 48

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

21 West Wealth Management's V Position: Q2 2026 in Review

21 West Wealth Management held its Visa (V) position steady in Q2 2026 at 999 shares worth $343K. The position accounts for 0.29% of the portfolio, ranked #54.

21 West Wealth Management first reported a position in V in Q2 2025 and has held it in 5 quarters since. The position peaked at $357K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • 21 West Wealth Management held 999 shares of Visa worth $343K as of Q2 2026.
  • 21 West Wealth Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.29% of 21 West Wealth Management's portfolio in Q2 2026, its #54 holding.
  • 21 West Wealth Management first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • 21 West Wealth Management's Visa position peaked at $357K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.