BlackDiamond Wealth Management’s Visa V Stock Holding History

BlackDiamond 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	$789K	Sell	2,609 -52	-2%	-$16.7K	0.38%	63
2025 Q4	$866K	Buy	2,661 +211	+9%	+$71.9K	0.42%	55
2025 Q3	$836K	Buy	2,450 +56	+2%	+$19.4K	0.46%	51
2025 Q2	$851K	Sell	2,394 -107	-4%	-$37.3K	0.49%	45
2025 Q1	$882K	Sell	2,501 -29	-1%	-$9.81K	0.6%	40
2024 Q4	$800K	Buy	2,530 +12	+0.5%	+$3.61K	0.46%	48
2024 Q3	$780K	Buy	2,518 +54	+2%	+$14.6K	0.47%	51
2024 Q2	$640K	Buy	2,464 +94	+4%	+$25.8K	0.42%	57
2024 Q1	$661K	Sell	2,370 -29	-1%	-$8.01K	0.47%	53
2023 Q4	$661K	Buy	2,399 +289	+14%	+$71.2K	0.49%	46
2023 Q3	$492K	Buy	2,110 +3	+0.1%	+$721	0.44%	52
2023 Q2	$503K	Buy	2,107 +160	+8%	+$36.6K	0.42%	63
2023 Q1	$447K	Buy	1,947 +21	+1%	+$4.67K	0.46%	56
2022 Q4	$426K	Buy	+1,926	New	+$388K	0.48%	60

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

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

BlackDiamond Wealth Management reduced its Visa (V) stake by 2% in Q1 2026, selling an estimated $16.7K and leaving 2,609 shares worth $789K. The position accounts for 0.38% of the portfolio, ranked #63.

BlackDiamond Wealth Management first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $882K in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

BlackDiamond Wealth Management held 2,609 shares of Visa worth $789K as of Q1 2026.
BlackDiamond Wealth Management sold 52 Visa shares in Q1 2026, an estimated $16.7K.
Visa made up 0.38% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #63 holding.
BlackDiamond Wealth Management first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
BlackDiamond Wealth Management's Visa position peaked at $882K in Q1 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.