4WM
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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
Q2 		$990K Buy
2,885
+98
+4% +$31.5K 0.33% 100
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
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

44 Wealth Management's V Position: Q2 2026 in Review

44 Wealth Management increased its Visa (V) stake by 3.5% in Q2 2026, buying an estimated $31.5K and bringing the position to 2,885 shares worth $990K. The position accounts for 0.33% of the portfolio, ranked #100.

44 Wealth Management first reported a position in V in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.06M in Q1 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • 44 Wealth Management held 2,885 shares of Visa worth $990K as of Q2 2026.
  • 44 Wealth Management bought 98 Visa shares in Q2 2026, an estimated $31.5K.
  • Visa made up 0.33% of 44 Wealth Management's portfolio in Q2 2026, its #100 holding.
  • 44 Wealth Management first reported a position in Visa in Q4 2020 and has held it in 18 quarters since.
  • 44 Wealth Management's Visa position peaked at $2.06M in Q1 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.