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Bennett Associates Wealth Management’s Visa V Stock Holding History

Bennett Associates 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
Q1 		$331K Buy
1,096
+97
+10% +$31.2K 0.22% 45
2025
Q4 		$350K Buy
+999
New +$340K 0.24% 39

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bennett Associates Wealth Management's V Position: Q1 2026 in Review

Bennett Associates Wealth Management increased its Visa (V) stake by 9.7% in Q1 2026, buying an estimated $31.2K and bringing the position to 1,096 shares worth $331K. The position accounts for 0.22% of the portfolio, ranked #45.

Bennett Associates Wealth Management first reported a position in V in Q4 2025 and has held it in 2 quarters since. The position peaked at $350K in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Bennett Associates Wealth Management held 1,096 shares of Visa worth $331K as of Q1 2026.
  • Bennett Associates Wealth Management bought 97 Visa shares in Q1 2026, an estimated $31.2K.
  • Visa made up 0.22% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Bennett Associates Wealth Management first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
  • Bennett Associates Wealth Management's Visa position peaked at $350K in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.