44 Wealth Management’s Visa V Stock Holding History

44 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	$842K	Sell	2,787 -129	-4%	-$41.5K	0.29%	112
2025 Q4	$1.02M	Sell	2,916 -1,774	-38%	-$604K	0.34%	96
2025 Q3	$1.6M	Sell	4,690 -574	-11%	-$199K	0.54%	54
2025 Q2	$1.87M	Sell	5,264 -615	-10%	-$214K	0.66%	47
2025 Q1	$2.06M	Buy	5,879 +739	+14%	+$250K	0.77%	37
2024 Q4	$1.62M	Buy	5,140 +24	+0.5%	+$7.22K	0.62%	46
2024 Q3	$1.45M	Buy	+5,116	New	+$1.38M	0.51%	63
2023 Q2	$720K	Sell	3,031 -13	-0.4%	-$2.98K	0.25%	85
2023 Q1	$686K	Sell	3,044 -471	-13%	-$105K	0.23%	90
2022 Q4	$730K	Sell	3,515 -84	-2%	-$16.9K	0.25%	89
2022 Q3	$639K	Buy	3,599 +48	+1%	+$9.77K	0.26%	87
2022 Q2	$699K	Buy	+3,551	New	+$734K	0.27%	83
2022 Q1	–	Sell	-4,849	Closed	-$1.05M	–	188
2021 Q4	$1.05M	Sell	4,849 -769	-14%	-$165K	0.36%	68
2021 Q3	$1.25M	Sell	5,618 -92	-2%	-$21.6K	0.48%	55
2021 Q2	$1.33M	Sell	5,710 -73	-1%	-$16.7K	0.51%	53
2021 Q1	$1.22M	Buy	5,783 +1,565	+37%	+$329K	0.51%	50
2020 Q4	$923K	Buy	+4,218	New	+$863K	0.42%	56

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

44 Wealth Management reduced its Visa (V) stake by 4.4% in Q1 2026, selling an estimated $41.5K and leaving 2,787 shares worth $842K. The position accounts for 0.29% of the portfolio, ranked #112.

44 Wealth Management first reported a position in V in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.06M in Q1 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

44 Wealth Management held 2,787 shares of Visa worth $842K as of Q1 2026.
44 Wealth Management sold 129 Visa shares in Q1 2026, an estimated $41.5K.
Visa made up 0.29% of 44 Wealth Management's portfolio in Q1 2026, its #112 holding.
44 Wealth Management first reported a position in Visa in Q4 2020 and has held it in 17 quarters since.
44 Wealth Management's Visa position peaked at $2.06M in Q1 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.