BWM
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Blossom Wealth Management’s Visa V Stock Holding History

Blossom 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 		$931K Buy
2,714
+19
+0.7% +$6.1K 1.31% 20
2026
Q1 		$815K Sell
2,695
-115
-4% -$37K 1.21% 25
2025
Q4 		$986K Sell
2,810
-38
-1% -$12.9K 1.63% 16
2025
Q3 		$972K Hold
2,848
– – 1.57% 17
2025
Q2 		$1.01M Buy
2,848
+40
+1% +$13.9K 1.79% 16
2025
Q1 		$984K Sell
2,808
-101
-3% -$34.2K 1.98% 13
2024
Q4 		$919K Buy
2,909
+102
+4% +$30.7K 1.77% 15
2024
Q3 		$772K Buy
2,807
+19
+0.7% +$5.14K 1.56% 16
2024
Q2 		$732K Sell
2,788
-13
-0.5% -$3.56K 1.59% 15
2024
Q1 		$782K Buy
2,801
+100
+4% +$27.6K 1.88% 15
2023
Q4 		$703K Buy
2,701
+157
+6% +$38.7K 1.9% 15
2023
Q3 		$585K Buy
2,544
+805
+46% +$193K 1.87% 17
2023
Q2 		$413K Buy
1,739
+50
+3% +$11.4K 1.51% 24
2023
Q1 		$381K Buy
1,689
+150
+10% +$33.4K 1.55% 26
2022
Q4 		$320K Buy
1,539
+40
+3% +$8.07K 1.54% 29
2022
Q3 		$266K Buy
1,499
+37
+3% +$7.53K 1.5% 33
2022
Q2 		$288K Buy
1,462
+70
+5% +$14.5K 1.46% 31
2022
Q1 		$309K Buy
1,392
+60
+5% +$13K 1.39% 31
2021
Q4 		$289K Buy
1,332
+175
+15% +$37.6K 1.42% 31
2021
Q3 		$258K Buy
+1,157
New +$271K 1.53% 29

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

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

Blossom Wealth Management increased its Visa (V) stake by 0.71% in Q2 2026, buying an estimated $6.1K and bringing the position to 2,714 shares worth $931K. The position accounts for 1.31% of the portfolio, ranked #20.

Blossom Wealth Management first reported a position in V in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.01M in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Blossom Wealth Management held 2,714 shares of Visa worth $931K as of Q2 2026.
  • Blossom Wealth Management bought 19 Visa shares in Q2 2026, an estimated $6.1K.
  • Visa made up 1.31% of Blossom Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Blossom Wealth Management first reported a position in Visa in Q3 2021 and has held it in 20 quarters since.
  • Blossom Wealth Management's Visa position peaked at $1.01M in Q2 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.