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Brady Family Wealth’s Visa V Stock Holding History

Brady Family 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
Q2 		$7.98M Sell
23,265
-140
-0.6% -$44.9K 2.3% 9
2026
Q1 		$7.07M Buy
23,405
+663
+3% +$213K 2.21% 10
2025
Q4 		$7.98M Sell
22,742
-642
-3% -$219K 2.46% 7
2025
Q3 		$7.98M Sell
23,384
-578
-2% -$200K 2.47% 8
2025
Q2 		$8.51M Sell
23,962
-912
-4% -$318K 2.63% 8
2025
Q1 		$8.72M Sell
24,874
-403
-2% -$136K 2.79% 5
2024
Q4 		$7.99M Sell
25,277
-722
-3% -$217K 2.45% 9
2024
Q3 		$7.15M Buy
25,999
+291
+1% +$78.7K 2.15% 9
2024
Q2 		$6.75M Buy
25,708
+193
+0.8% +$52.9K 2.18% 9
2024
Q1 		$7.12M Buy
25,515
+291
+1% +$80.3K 2.31% 8
2023
Q4 		$6.57M Buy
25,224
+1,708
+7% +$421K 2.25% 9
2023
Q3 		$5.41M Buy
23,516
+209
+0.9% +$50.2K 2.09% 11
2023
Q2 		$5.53M Buy
23,307
+105
+0.5% +$24K 2.06% 10
2023
Q1 		$5.23M Buy
23,202
+205
+0.9% +$45.6K 2.06% 10
2022
Q4 		$4.78M Buy
+22,997
New +$4.64M 1.97% 13

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

Brady Family Wealth's V Position: Q2 2026 in Review

Brady Family Wealth reduced its Visa (V) stake by 0.6% in Q2 2026, selling an estimated $44.9K and leaving 23,265 shares worth $7.98M. The position accounts for 2.3% of the portfolio, ranked #9.

Brady Family Wealth first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.72M in Q1 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Brady Family Wealth held 23,265 shares of Visa worth $7.98M as of Q2 2026.
  • Brady Family Wealth sold 140 Visa shares in Q2 2026, an estimated $44.9K.
  • Visa made up 2.3% of Brady Family Wealth's portfolio in Q2 2026, its #9 holding.
  • Brady Family Wealth first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Brady Family Wealth's Visa position peaked at $8.72M in Q1 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.