BWM
V icon

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
Q2 		$401K Buy
1,169
+200
+21% +$64.2K 0.16% 93
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
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

Birchcreek Wealth Management's V Position: Q2 2026 in Review

Birchcreek Wealth Management increased its Visa (V) stake by 21% in Q2 2026, buying an estimated $64.2K and bringing the position to 1,169 shares worth $401K. The position accounts for 0.16% of the portfolio, ranked #93.

Birchcreek Wealth Management first reported a position in V in Q4 2020 and has held it in 11 quarters since. 4,570 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Birchcreek Wealth Management held 1,169 shares of Visa worth $401K as of Q2 2026.
  • Birchcreek Wealth Management bought 200 Visa shares in Q2 2026, an estimated $64.2K.
  • Visa made up 0.16% of Birchcreek Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Birchcreek Wealth Management first reported a position in Visa in Q4 2020 and has held it in 11 quarters since.
  • 4,570 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.