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Bullock Wealth Management’s Visa V Stock Holding History

Bullock 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 		$1.15M Sell
3,288
-662
-17% -$213K 0.5% 51
2026
Q1 		$1.18M Sell
3,950
-386
-9% -$124K 0.59% 40
2025
Q4 		$1.52M Buy
4,336
+291
+7% +$99.1K 0.74% 27
2025
Q3 		$1.41M Sell
4,045
-91
-2% -$31.5K 0.7% 27
2025
Q2 		$1.47M Buy
4,136
+23
+0.6% +$8.02K 0.78% 23
2025
Q1 		$1.42M Buy
4,113
+183
+5% +$61.9K 0.8% 20
2024
Q4 		$1.24M Buy
3,930
+222
+6% +$66.8K 0.72% 25
2024
Q3 		$1.03M Buy
3,708
+121
+3% +$32.7K 0.62% 31
2024
Q2 		$944K Sell
3,587
-79
-2% -$21.7K 0.62% 27
2024
Q1 		$1.02M Buy
+3,666
New +$1.01M 0.68% 24

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's V Position: Q2 2026 in Review

Bullock Wealth Management reduced its Visa (V) stake by 17% in Q2 2026, selling an estimated $213K and leaving 3,288 shares worth $1.15M. The position accounts for 0.5% of the portfolio, ranked #51.

Bullock Wealth Management first reported a position in V in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.52M in Q4 2025. 4,592 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Bullock Wealth Management held 3,288 shares of Visa worth $1.15M as of Q2 2026.
  • Bullock Wealth Management sold 662 Visa shares in Q2 2026, an estimated $213K.
  • Visa made up 0.5% of Bullock Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Bullock Wealth Management first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Visa position peaked at $1.52M in Q4 2025.
  • 4,592 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.