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Challenger Wealth Management’s Visa V Stock Holding History

Challenger Wealth Management’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
Q1 		$1.59M Sell
5,257
-114
-2% -$36.7K 1.27% 17
2025
Q4 		$1.88M Buy
5,371
+4
+0.1% +$1.36K 1.44% 16
2025
Q3 		$1.83M Sell
5,367
-1,202
-18% -$416K 1.43% 16
2025
Q2 		$2.33M Buy
6,569
+379
+6% +$132K 1.62% 14
2025
Q1 		$2.17M Buy
6,190
+192
+3% +$65K 1.72% 14
2024
Q4 		$1.9M Buy
+5,998
New +$1.8M 1.63% 16

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Challenger Wealth Management's V Position: Q1 2026 in Review

Challenger Wealth Management reduced its Visa (V) stake by 2.1% in Q1 2026, selling an estimated $36.7K and leaving 5,257 shares worth $1.59M. The position accounts for 1.27% of the portfolio, ranked #17.

Challenger Wealth Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.33M in Q2 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Challenger Wealth Management held 5,257 shares of Visa worth $1.59M as of Q1 2026.
  • Challenger Wealth Management sold 114 Visa shares in Q1 2026, an estimated $36.7K.
  • Visa made up 1.27% of Challenger Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Challenger Wealth Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Challenger Wealth Management's Visa position peaked at $2.33M in Q2 2025.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.