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Beirne Wealth Consulting Services’s Visa V Stock Holding History

Beirne Wealth Consulting Services’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 		$274K Sell
800
-635
-44% -$204K 0.05% 87
2026
Q1 		$434K Sell
1,435
-36
-2% -$11.6K 0.12% 73
2025
Q4 		$516K Sell
1,471
-2,406
-62% -$820K 0.15% 64
2025
Q3 		$1.32M Buy
3,877
+2,342
+153% +$811K 0.32% 53
2025
Q2 		$545K Hold
1,535
– – 0.18% 61
2025
Q1 		$538K Hold
1,535
– – 0.19% 57
2024
Q4 		$485K Hold
1,535
– – 0.17% 59
2024
Q3 		$422K Hold
1,535
– – 0.15% 67
2024
Q2 		$403K Hold
1,535
– – 0.16% 67
2024
Q1 		$428K Sell
1,535
-2,069
-57% -$571K 0.18% 64
2023
Q4 		$939K Buy
3,604
+2,069
+135% +$510K 0.46% 46
2023
Q3 		$365K Hold
1,535
– – 0.29% 64
2023
Q2 		$365K Sell
1,535
-31
-2% -$7.09K 0.29% 64
2023
Q1 		$353K Sell
1,566
-1,080
-41% -$240K 0.25% 71
2022
Q4 		$632K Buy
2,646
+1,053
+66% +$212K 0.31% 47
2022
Q3 		$283K Hold
1,593
– – 0.11% 78
2022
Q2 		$314K Sell
1,593
-30
-2% -$6.2K 0.21% 66
2022
Q1 		$360K Hold
1,623
– – 0.2% 68
2021
Q4 		$352K Buy
1,623
+30
+2% +$6.44K 0.19% 67
2021
Q3 		$356K Buy
1,593
+400
+34% +$93.8K 0.2% 66
2021
Q2 		$280K Sell
1,193
-4
-0.3% -$914 0.15% 81
2021
Q1 		$253K Sell
1,197
-2,325
-66% -$489K 0.15% 77
2020
Q4 		$770K Buy
3,522
+41
+1% +$8.39K 0.38% 52
2020
Q3 		$696K Buy
+3,481
New +$695K 0.41% 46
2020
Q1 		– Sell
-1,100
Closed -$207K – 93
2019
Q4 		$207K Sell
1,100
-142
-11% -$25.6K 0.18% 85
2019
Q3 		$214K Buy
1,242
+22
+2% +$3.92K 0.18% 124
2019
Q2 		$212K Sell
1,220
-1,263
-51% -$207K 0.19% 119
2019
Q1 		$388K Sell
2,483
-200
-7% -$28.8K 0.3% 108
2018
Q4 		$354K Buy
+2,683
New +$371K 0.3% 107

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

Beirne Wealth Consulting Services's V Position: Q2 2026 in Review

Beirne Wealth Consulting Services reduced its Visa (V) stake by 44% in Q2 2026, selling an estimated $204K and leaving 800 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #87.

Beirne Wealth Consulting Services first reported a position in V in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.32M in Q3 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Beirne Wealth Consulting Services held 800 shares of Visa worth $274K as of Q2 2026.
  • Beirne Wealth Consulting Services sold 635 Visa shares in Q2 2026, an estimated $204K.
  • Visa made up 0.05% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #87 holding.
  • Beirne Wealth Consulting Services first reported a position in Visa in Q4 2018 and has held it in 29 quarters since.
  • Beirne Wealth Consulting Services's Visa position peaked at $1.32M in Q3 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.