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Buck Wealth Strategies’s Visa V Stock Holding History

Buck Wealth Strategies’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 		$14.7M Buy
42,756
+5,875
+16% +$1.89M 1.53% 15
2026
Q1 		$11.1M Buy
36,881
+2,036
+6% +$655K 1.38% 31
2025
Q4 		$12.2M Buy
34,845
+3,413
+11% +$1.16M 1.55% 24
2025
Q3 		$10.7M Buy
31,432
+1,130
+4% +$391K 1.47% 27
2025
Q2 		$10.8M Buy
30,302
+2,960
+11% +$1.03M 1.64% 24
2025
Q1 		$9.58M Sell
27,342
-2,710
-9% -$917K 1.74% 24
2024
Q4 		$9.5M Buy
30,052
+6,852
+30% +$2.06M 1.97% 21
2024
Q3 		$6.38M Sell
23,200
-2,751
-11% -$744K 2.01% 30
2024
Q2 		$6.81M Buy
+25,951
New +$7.11M 2.01% 29
2024
Q1 		– Sell
-27,755
Closed -$7.23M – 101
2023
Q4 		$7.23M Buy
27,755
+4,247
+18% +$1.05M 2.68% 17
2023
Q3 		$5.41M Buy
23,508
+529
+2% +$127K 2.17% 26
2023
Q2 		$5.46M Buy
22,979
+22,940
+58,821% +$5.25M 2.37% 17
2023
Q1 		$8.68K Buy
+39
New +$8.68K ﹤0.01% 114
2022
Q3 		$4.77M Buy
+20,726
New +$4.22M 2.23% 27

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

Buck Wealth Strategies's V Position: Q2 2026 in Review

Buck Wealth Strategies increased its Visa (V) stake by 16% in Q2 2026, buying an estimated $1.89M and bringing the position to 42,756 shares worth $14.7M. The position accounts for 1.53% of the portfolio, ranked #15.

Buck Wealth Strategies first reported a position in V in Q3 2022 and has held it in 14 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Buck Wealth Strategies held 42,756 shares of Visa worth $14.7M as of Q2 2026.
  • Buck Wealth Strategies bought 5,875 Visa shares in Q2 2026, an estimated $1.89M.
  • Visa made up 1.53% of Buck Wealth Strategies's portfolio in Q2 2026, its #15 holding.
  • Buck Wealth Strategies first reported a position in Visa in Q3 2022 and has held it in 14 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.