BLVD Private Wealth’s Visa V Stock Holding History

BLVD Private Wealth’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	-694	Closed	-$243K	–	76
2025 Q4	$243K	Sell	694 -19	-3%	-$6.47K	0.21%	58
2025 Q3	$243K	Sell	713 -45	-6%	-$15.6K	0.21%	59
2025 Q2	$269K	Buy	+758	New	+$264K	0.25%	57

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BLVD Private Wealth's V Position: Q1 2026 in Review

BLVD Private Wealth sold out of Visa (V) in Q1 2026, closing a stake of 694 shares — an estimated $243K sold.

BLVD Private Wealth first reported a position in V in Q2 2025 and held it in 3 quarters. The position peaked at $269K in Q2 2025. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

BLVD Private Wealth reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
BLVD Private Wealth sold 694 Visa shares in Q1 2026, an estimated $243K.
BLVD Private Wealth first reported a position in Visa in Q2 2025 and held it in 3 quarters.
BLVD Private Wealth's Visa position peaked at $269K in Q2 2025.
4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on BLVD Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.