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Bluebird Wealth Management’s Visa V Stock Holding History

Bluebird 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 		– Sell
-614
Closed -$215K – 87
2025
Q4 		$215K Buy
+614
New +$209K 0.2% 70

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

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

Bluebird Wealth Management sold out of Visa (V) in Q1 2026, closing a stake of 614 shares — an estimated $215K sold.

Bluebird Wealth Management first reported a position in V in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 4,473 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Bluebird Wealth Management reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Bluebird Wealth Management sold 614 Visa shares in Q1 2026, an estimated $215K.
  • Bluebird Wealth Management first reported a position in Visa in Q4 2025 and held it in 1 quarter.
  • Bluebird Wealth Management's Visa position peaked at $215K in Q4 2025.
  • 4,473 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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