Bradley & Co Private Wealth Management’s Visa V Stock Holding History

Bradley & Co Private 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	$28.8K	Hold	84	–	–	0.01%	113
2026 Q1	$25.4K	Hold	84	–	–	0.01%	109
2025 Q4	$29.5K	Hold	84	–	–	0.02%	103
2025 Q3	$28.7K	Hold	84	–	–	0.02%	93
2025 Q2	$29.8K	Hold	84	–	–	0.02%	90
2025 Q1	$29.4K	Hold	84	–	–	0.02%	88
2024 Q4	$26.5K	Buy	+84	New	+$25.3K	0.02%	92
2024 Q2	$22K	Hold	84	–	–	0.02%	97
2024 Q1	$23.4K	Hold	84	–	–	0.02%	93
2023 Q4	$21.9K	Hold	84	–	–	0.02%	93
2023 Q3	$19.3K	Hold	84	–	–	0.02%	96
2023 Q2	$19.9K	Hold	84	–	–	0.02%	97
2023 Q1	$18.9K	Hold	84	–	–	0.02%	102
2022 Q4	$17.5K	Hold	84	–	–	0.02%	102
2022 Q3	$15K	Sell	84 -200	-70%	-$40.7K	0.02%	113
2022 Q2	$56K	Buy	+284	New	+$58.7K	0.06%	80

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Bradley & Co Private Wealth Management's V Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Visa (V) position steady in Q2 2026 at 84 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #113.

Bradley & Co Private Wealth Management first reported a position in V in Q2 2022 and has held it in 16 quarters since. The position peaked at $56K in Q2 2022. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

Bradley & Co Private Wealth Management held 84 shares of Visa worth $28.8K as of Q2 2026.
Bradley & Co Private Wealth Management left its Visa share count unchanged in Q2 2026.
Visa made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #113 holding.
Bradley & Co Private Wealth Management first reported a position in Visa in Q2 2022 and has held it in 16 quarters since.
Bradley & Co Private Wealth Management's Visa position peaked at $56K in Q2 2022.
4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.