CW
V icon

Channel Wealth’s Visa V Stock Holding History

Channel 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 		$4.03M Buy
11,738
+801
+7% +$257K 0.9% 35
2026
Q1 		$3.31M Buy
10,937
+2,485
+29% +$799K 0.8% 42
2025
Q4 		$2.96M Buy
8,452
+1,857
+28% +$633K 0.75% 46
2025
Q3 		$2.25M Buy
6,595
+215
+3% +$74.4K 0.6% 49
2025
Q2 		$2.27M Buy
6,380
+15
+0.2% +$5.23K 0.64% 48
2025
Q1 		$2.23M Sell
6,365
-752
-11% -$254K 0.69% 48
2024
Q4 		$2.25M Buy
7,117
+155
+2% +$46.6K 0.73% 44
2024
Q3 		$1.91M Sell
6,962
-4
-0.1% -$1.08K 0.63% 48
2024
Q2 		$1.83M Buy
6,966
+305
+5% +$83.6K 0.66% 46
2024
Q1 		$1.86M Sell
6,661
-286
-4% -$79K 0.75% 41
2023
Q4 		$1.81M Buy
6,947
+1,786
+35% +$440K 0.85% 41
2023
Q3 		$1.19M Buy
5,161
+441
+9% +$106K 0.66% 49
2023
Q2 		$1.12M Buy
4,720
+482
+11% +$110K 0.64% 49
2023
Q1 		$955K Buy
+4,238
New +$943K 0.62% 50

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

Channel Wealth's V Position: Q2 2026 in Review

Channel Wealth increased its Visa (V) stake by 7.3% in Q2 2026, buying an estimated $257K and bringing the position to 11,738 shares worth $4.03M. The position accounts for 0.9% of the portfolio, ranked #35.

Channel Wealth first reported a position in V in Q1 2023 and has held it in 14 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Channel Wealth held 11,738 shares of Visa worth $4.03M as of Q2 2026.
  • Channel Wealth bought 801 Visa shares in Q2 2026, an estimated $257K.
  • Visa made up 0.9% of Channel Wealth's portfolio in Q2 2026, its #35 holding.
  • Channel Wealth first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.