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Berry Wealth Group’s Visa V Stock Holding History

Berry Wealth Group’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 		$424K Buy
1,236
+81
+7% +$26K 1.36% 18
2026
Q1 		$349K Buy
1,155
+1
+0.1% +$322 1.3% 19
2025
Q4 		$405K Sell
1,154
-34
-3% -$11.6K 1.42% 17
2025
Q3 		$405K Sell
1,188
-2,161
-65% -$748K 1.32% 18
2025
Q2 		$1.19M Buy
3,349
+50
+2% +$17.4K 0.83% 31
2025
Q1 		$1.16M Buy
3,299
+473
+17% +$160K 0.9% 32
2024
Q4 		$893K Buy
2,826
+110
+4% +$33.1K 0.64% 35
2024
Q3 		$747K Sell
2,716
-27
-1% -$7.3K 0.54% 36
2024
Q2 		$720K Buy
2,743
+260
+10% +$71.3K 0.57% 33
2024
Q1 		$693K Sell
2,483
-751
-23% -$207K 0.58% 29
2023
Q4 		$842K Buy
+3,234
New +$797K 0.77% 27

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

Berry Wealth Group's V Position: Q2 2026 in Review

Berry Wealth Group increased its Visa (V) stake by 7% in Q2 2026, buying an estimated $26K and bringing the position to 1,236 shares worth $424K. The position accounts for 1.36% of the portfolio, ranked #18.

Berry Wealth Group first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Berry Wealth Group held 1,236 shares of Visa worth $424K as of Q2 2026.
  • Berry Wealth Group bought 81 Visa shares in Q2 2026, an estimated $26K.
  • Visa made up 1.36% of Berry Wealth Group's portfolio in Q2 2026, its #18 holding.
  • Berry Wealth Group first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Berry Wealth Group's Visa position peaked at $1.19M in Q2 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.