Causey Wealth LLC’s Visa V Stock Holding History

Causey Wealth LLC’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	$348K	Hold	1,013	–	–	0.14%	70
2026 Q1	$306K	Sell	1,013 -93	-8%	-$29.9K	0.13%	68
2025 Q4	$388K	Buy	+1,106	New	+$377K	0.18%	55

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

Causey Wealth LLC's V Position: Q2 2026 in Review

Causey Wealth LLC held its Visa (V) position steady in Q2 2026 at 1,013 shares worth $348K. The position accounts for 0.14% of the portfolio, ranked #70.

Causey Wealth LLC first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $388K in Q4 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Causey Wealth LLC held 1,013 shares of Visa worth $348K as of Q2 2026.
Causey Wealth LLC left its Visa share count unchanged in Q2 2026.
Visa made up 0.14% of Causey Wealth LLC's portfolio in Q2 2026, its #70 holding.
Causey Wealth LLC first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
Causey Wealth LLC's Visa position peaked at $388K in Q4 2025.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.