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 Q2	$251K	Sell	732 -5,540	-88%	-$1.78M	0.05%	156
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

49 Wealth Management reduced its Visa (V) stake by 88% in Q2 2026, selling an estimated $1.78M and leaving 732 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #156.

49 Wealth Management first reported a position in V in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.05M in Q4 2025. 4,572 funds tracked by Wall St. Rank hold V as of Q2 2026.

49 Wealth Management held 732 shares of Visa worth $251K as of Q2 2026.
49 Wealth Management sold 5,540 Visa shares in Q2 2026, an estimated $1.78M.
Visa made up 0.05% of 49 Wealth Management's portfolio in Q2 2026, its #156 holding.
49 Wealth Management first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
49 Wealth Management's Visa position peaked at $2.05M in Q4 2025.
4,572 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.