Birchcreek Wealth Management’s Visa V Stock Holding History

Birchcreek 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	$293K	Hold	969	–	–	0.14%	94
2025 Q4	$340K	Sell	969 -26	-3%	-$8.86K	0.17%	85
2025 Q3	$340K	Buy	995 +10	+1%	+$3.46K	0.18%	87
2025 Q2	$350K	Sell	985 -14	-1%	-$4.88K	0.2%	84
2025 Q1	$350K	Buy	999 +18	+2%	+$6.09K	0.22%	83
2024 Q4	$310K	Sell	981 -106	-10%	-$31.9K	0.19%	96
2024 Q3	$299K	Sell	1,087 -9	-0.8%	-$2.43K	0.2%	90
2024 Q2	$288K	Buy	1,096 +9	+0.8%	+$2.47K	0.16%	114
2024 Q1	$303K	Buy	+1,087	New	+$300K	0.16%	116
2021 Q1	–	Sell	-596	Closed	-$130K	–	287
2020 Q4	$130K	Buy	+596	New	+$122K	0.13%	128

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Birchcreek Wealth Management's V Position: Q1 2026 in Review

Birchcreek Wealth Management held its Visa (V) position steady in Q1 2026 at 969 shares worth $293K. The position accounts for 0.14% of the portfolio, ranked #94.

Birchcreek Wealth Management first reported a position in V in Q4 2020 and has held it in 10 quarters since. The position peaked at $350K in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Birchcreek Wealth Management held 969 shares of Visa worth $293K as of Q1 2026.
Birchcreek Wealth Management left its Visa share count unchanged in Q1 2026.
Visa made up 0.14% of Birchcreek Wealth Management's portfolio in Q1 2026, its #94 holding.
Birchcreek Wealth Management first reported a position in Visa in Q4 2020 and has held it in 10 quarters since.
Birchcreek Wealth Management's Visa position peaked at $350K in Q1 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.