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Alchemi Wealth’s Visa V Stock Holding History

Alchemi Wealth’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 		$1.12M Sell
3,275
-6
-0.2% -$1.93K 0.53% 47
2026
Q1 		$992K Sell
3,281
-4
-0.1% -$1.29K 0.55% 46
2025
Q4 		$1.15M Buy
+3,285
New +$1.12M 0.63% 34

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

Alchemi Wealth's V Position: Q2 2026 in Review

Alchemi Wealth reduced its Visa (V) stake by 0.18% in Q2 2026, selling an estimated $1.93K and leaving 3,275 shares worth $1.12M. The position accounts for 0.53% of the portfolio, ranked #47.

Alchemi Wealth first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q4 2025. 4,558 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Alchemi Wealth held 3,275 shares of Visa worth $1.12M as of Q2 2026.
  • Alchemi Wealth sold 6 Visa shares in Q2 2026, an estimated $1.93K.
  • Visa made up 0.53% of Alchemi Wealth's portfolio in Q2 2026, its #47 holding.
  • Alchemi Wealth first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Alchemi Wealth's Visa position peaked at $1.15M in Q4 2025.
  • 4,558 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Alchemi Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.