BHWM
V icon

Beaird Harris Wealth Management’s Visa V Stock Holding History

Beaird Harris 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 		$119K Buy
348
+108
+45% +$34.7K 0.01% 194
2026
Q1 		$72.5K Hold
240
– – ﹤0.01% 210
2025
Q4 		$84.2K Sell
240
-79
-25% -$26.9K 0.01% 211
2025
Q3 		$109K Buy
319
+14
+5% +$4.84K 0.01% 173
2025
Q2 		$108K Sell
305
-23
-7% -$8.02K 0.01% 176
2025
Q1 		$115K Buy
328
+26
+9% +$8.8K 0.01% 157
2024
Q4 		$95.4K Buy
302
+52
+21% +$15.6K 0.01% 175
2024
Q3 		$68.7K Sell
250
-3
-1% -$811 0.01% 207
2024
Q2 		$66.4K Buy
253
+30
+13% +$8.22K 0.01% 193
2024
Q1 		$62.2K Sell
223
-139
-38% -$38.4K 0.01% 186
2023
Q4 		$94.2K Buy
362
+246
+212% +$60.6K 0.01% 146
2023
Q3 		$26.7K Buy
116
+14
+14% +$3.37K ﹤0.01% 216
2023
Q2 		$24.2K Hold
102
– – ﹤0.01% 218
2023
Q1 		$23K Sell
102
-300
-75% -$66.8K ﹤0.01% 217
2022
Q4 		$83.5K Buy
402
+300
+294% +$60.5K 0.02% 147
2022
Q3 		$18K Hold
102
– – ﹤0.01% 240
2022
Q2 		$20K Sell
102
-439
-81% -$90.7K 0.01% 205
2022
Q1 		$120K Buy
541
+75
+16% +$16.2K 0.04% 115
2021
Q4 		$101K Buy
+466
New +$100K 0.04% 162

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beaird Harris Wealth Management's V Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Visa (V) stake by 45% in Q2 2026, buying an estimated $34.7K and bringing the position to 348 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #194.

Beaird Harris Wealth Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $120K in Q1 2022. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Beaird Harris Wealth Management held 348 shares of Visa worth $119K as of Q2 2026.
  • Beaird Harris Wealth Management bought 108 Visa shares in Q2 2026, an estimated $34.7K.
  • Visa made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Beaird Harris Wealth Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Visa position peaked at $120K in Q1 2022.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.