Cedarwood Wealth’s Visa V Stock Holding History

Cedarwood Wealth’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	$473K	Buy	1,378 +194	+16%	+$62.3K	0.36%	50
2026 Q1	$358K	Buy	1,184 +151	+15%	+$48.6K	0.36%	50
2025 Q4	$339K	Buy	+1,033	New	+$352K	0.38%	54

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

Cedarwood Wealth's V Position: Q2 2026 in Review

Cedarwood Wealth increased its Visa (V) stake by 16% in Q2 2026, buying an estimated $62.3K and bringing the position to 1,378 shares worth $473K. The position accounts for 0.36% of the portfolio, ranked #50.

Cedarwood Wealth first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,542 funds tracked by Wall St. Rank hold V as of Q2 2026.

Cedarwood Wealth held 1,378 shares of Visa worth $473K as of Q2 2026.
Cedarwood Wealth bought 194 Visa shares in Q2 2026, an estimated $62.3K.
Visa made up 0.36% of Cedarwood Wealth's portfolio in Q2 2026, its #50 holding.
Cedarwood Wealth first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
4,542 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cedarwood Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.