Capstone Wealth Management Group (Pennsylvania)’s Visa V Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$217K	Buy	+633	New	+$203K	0.08%	95
2026 Q1	–	Sell	-632	Closed	-$222K	–	100
2025 Q4	$222K	Buy	632 +1	+0.2%	+$341	0.09%	75
2025 Q3	$216K	Buy	+631	New	+$218K	0.09%	74
2022 Q1	–	Sell	-1,354	Closed	-$294K	–	79
2021 Q4	$294K	Buy	+1,354	New	+$291K	0.24%	66

Other funds holding V

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s V Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) opened a new position in Visa (V) in Q2 2026: 633 shares worth $217K. The stake represents 0.08% of the portfolio and ranks #95 among its holdings. This is a return to the name: Capstone Wealth Management Group (Pennsylvania) previously reported a position in V as recently as Q4 2025.

Capstone Wealth Management Group (Pennsylvania) first reported a position in V in Q4 2021 and has held it in 4 quarters since. The position peaked at $294K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 633 shares of Visa worth $217K as of Q2 2026.
Visa was a new Capstone Wealth Management Group (Pennsylvania) position in Q2 2026.
Visa made up 0.08% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #95 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Visa in Q4 2021 and has held it in 4 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s Visa position peaked at $294K in Q4 2021.
2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.