Cannon Wealth Management Services’s Visa V Stock Holding History

Cannon Wealth Management Services’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	$500K	Sell	1,458 -20	-1%	-$6.42K	0.27%	53
2026 Q1	$447K	Sell	1,478 -70	-5%	-$22.5K	0.3%	50
2025 Q4	$543K	Sell	1,548 -14	-0.9%	-$4.77K	0.38%	42
2025 Q3	$533K	Sell	1,562 -58	-4%	-$20.1K	0.4%	41
2025 Q2	$575K	Buy	1,620 +59	+4%	+$20.6K	0.47%	36
2025 Q1	$546K	Sell	1,561 -124	-7%	-$42K	0.49%	36
2024 Q4	$583K	Sell	1,685 -131	-7%	-$39.4K	0.5%	33
2024 Q3	$499K	Buy	+1,816	New	+$491K	0.46%	40

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

Cannon Wealth Management Services's V Position: Q2 2026 in Review

Cannon Wealth Management Services reduced its Visa (V) stake by 1.4% in Q2 2026, selling an estimated $6.42K and leaving 1,458 shares worth $500K. The position accounts for 0.27% of the portfolio, ranked #53.

Cannon Wealth Management Services first reported a position in V in Q3 2024 and has held it in 8 quarters since. The position peaked at $583K in Q4 2024. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

Cannon Wealth Management Services held 1,458 shares of Visa worth $500K as of Q2 2026.
Cannon Wealth Management Services sold 20 Visa shares in Q2 2026, an estimated $6.42K.
Visa made up 0.27% of Cannon Wealth Management Services's portfolio in Q2 2026, its #53 holding.
Cannon Wealth Management Services first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
Cannon Wealth Management Services's Visa position peaked at $583K in Q4 2024.
4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.