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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
Q2 		$970K Buy
2,684
+75
+3% +$24.1K 0.39% 59
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
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

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

BlackDiamond Wealth Management increased its Visa (V) stake by 2.9% in Q2 2026, buying an estimated $24.1K and bringing the position to 2,684 shares worth $970K. The position accounts for 0.39% of the portfolio, ranked #59.

BlackDiamond Wealth Management first reported a position in V in Q4 2022 and has held it in 15 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • BlackDiamond Wealth Management held 2,684 shares of Visa worth $970K as of Q2 2026.
  • BlackDiamond Wealth Management bought 75 Visa shares in Q2 2026, an estimated $24.1K.
  • Visa made up 0.39% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #59 holding.
  • BlackDiamond Wealth Management first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.