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Cedrus Wealth Group LLC’s Visa V Stock Holding History

Cedrus Wealth Group 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 		$204K Sell
595
-3,718
-86% -$1.19M 0.18% 50
2026
Q1 		$1.3M Buy
4,313
+557
+15% +$179K 1.45% 18
2025
Q4 		$1.32M Buy
+3,756
New +$1.28M 1.21% 23

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 $3.37T AUM 44.26% 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

Cedrus Wealth Group LLC's V Position: Q2 2026 in Review

Cedrus Wealth Group LLC reduced its Visa (V) stake by 86% in Q2 2026, selling an estimated $1.19M and leaving 595 shares worth $204K. The position accounts for 0.18% of the portfolio, ranked #50.

Cedrus Wealth Group LLC first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.32M in Q4 2025. 4,544 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cedrus Wealth Group LLC held 595 shares of Visa worth $204K as of Q2 2026.
  • Cedrus Wealth Group LLC sold 3,718 Visa shares in Q2 2026, an estimated $1.19M.
  • Visa made up 0.18% of Cedrus Wealth Group LLC's portfolio in Q2 2026, its #50 holding.
  • Cedrus Wealth Group LLC first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Cedrus Wealth Group LLC's Visa position peaked at $1.32M in Q4 2025.
  • 4,544 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cedrus Wealth Group LLC's 13F filing for Q2 2026, filed 30 Jul 2026.