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Boomfish Wealth Group’s Visa V Stock Holding History

Boomfish Wealth Group’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 		$2.94M Buy
9,721
+145
+2% +$46.6K 1.57% 17
2025
Q4 		$3.36M Sell
9,576
-67
-0.7% -$22.8K 1.8% 13
2025
Q3 		$3.29M Sell
9,643
-138
-1% -$47.8K 1.78% 16
2025
Q2 		$3.47M Buy
9,781
+889
+10% +$310K 2.01% 8
2025
Q1 		$3.12M Sell
8,892
-310
-3% -$105K 2.02% 8
2024
Q4 		$2.91M Buy
9,202
+138
+2% +$41.5K 1.76% 14
2024
Q3 		$2.49M Buy
9,064
+202
+2% +$54.6K 1.53% 23
2024
Q2 		$2.33M Buy
8,862
+95
+1% +$26K 1.5% 28
2024
Q1 		$2.45M Sell
8,767
-406
-4% -$112K 1.65% 21
2023
Q4 		$2.39M Buy
+9,173
New +$2.26M 1.72% 21

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boomfish Wealth Group's V Position: Q1 2026 in Review

Boomfish Wealth Group increased its Visa (V) stake by 1.5% in Q1 2026, buying an estimated $46.6K and bringing the position to 9,721 shares worth $2.94M. The position accounts for 1.57% of the portfolio, ranked #17.

Boomfish Wealth Group first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.47M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Boomfish Wealth Group held 9,721 shares of Visa worth $2.94M as of Q1 2026.
  • Boomfish Wealth Group bought 145 Visa shares in Q1 2026, an estimated $46.6K.
  • Visa made up 1.57% of Boomfish Wealth Group's portfolio in Q1 2026, its #17 holding.
  • Boomfish Wealth Group first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
  • Boomfish Wealth Group's Visa position peaked at $3.47M in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.