Adams Wealth Management’s Visa V Stock Holding History

Adams 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	$201K	Buy	+586	New	+$188K	0.04%	146
2026 Q1	–	Sell	-591	Closed	-$207K	–	182
2025 Q4	$207K	Sell	591 -6	-1%	-$2.04K	0.04%	169
2025 Q3	$204K	Sell	597 -24	-4%	-$8.31K	0.04%	173
2025 Q2	$220K	Hold	621	–	–	0.04%	159
2025 Q1	$218K	Sell	621 -14	-2%	-$4.74K	0.04%	127
2024 Q4	$201K	Buy	+635	New	+$191K	0.04%	112
2020 Q4	–	Sell	-662	Closed	-$132K	–	326
2020 Q3	$132K	Buy	+662	New	+$132K	0.1%	68
2020 Q2	–	Sell	-3,071	Closed	-$495K	–	92
2020 Q1	$495K	Sell	3,071 -908	-23%	-$171K	0.62%	36
2019 Q4	$748K	Buy	+3,979	New	+$717K	0.63%	48

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

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

Adams Wealth Management opened a new position in Visa (V) in Q2 2026: 586 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings. This is a return to the name: Adams Wealth Management previously reported a position in V as recently as Q4 2025.

Adams Wealth Management first reported a position in V in Q4 2019 and has held it in 9 quarters since. The position peaked at $748K in Q4 2019. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Adams Wealth Management held 586 shares of Visa worth $201K as of Q2 2026.
Visa was a new Adams Wealth Management position in Q2 2026.
Visa made up 0.04% of Adams Wealth Management's portfolio in Q2 2026, its #146 holding.
Adams Wealth Management first reported a position in Visa in Q4 2019 and has held it in 9 quarters since.
Adams Wealth Management's Visa position peaked at $748K in Q4 2019.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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