49 Wealth Management’s Visa V Stock Holding History

49 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	$1.9M	Buy	6,272 +423	+7%	+$136K	0.14%	47
2025 Q4	$2.05M	Buy	5,849 +942	+19%	+$321K	0.17%	47
2025 Q3	$1.68M	Buy	4,907 +916	+23%	+$317K	0.16%	43
2025 Q2	$1.42M	Sell	3,991 -14	-0.3%	-$4.88K	0.15%	42
2025 Q1	$1.4M	Buy	4,005 +423	+12%	+$143K	0.17%	47
2024 Q4	$1.13M	Buy	3,582 +61	+2%	+$18.3K	0.16%	49
2024 Q3	$968K	Buy	3,521 +904	+35%	+$244K	0.16%	59
2024 Q2	$689K	Buy	2,617 +1,533	+141%	+$420K	0.14%	65
2024 Q1	$302K	Buy	+1,084	New	+$299K	0.06%	86

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

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

49 Wealth Management increased its Visa (V) stake by 7.2% in Q1 2026, buying an estimated $136K and bringing the position to 6,272 shares worth $1.9M. The position accounts for 0.14% of the portfolio, ranked #47.

49 Wealth Management first reported a position in V in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.05M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

49 Wealth Management held 6,272 shares of Visa worth $1.9M as of Q1 2026.
49 Wealth Management bought 423 Visa shares in Q1 2026, an estimated $136K.
Visa made up 0.14% of 49 Wealth Management's portfolio in Q1 2026, its #47 holding.
49 Wealth Management first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
49 Wealth Management's Visa position peaked at $2.05M in Q4 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.