Cherry Tree Wealth Management’s Visa V Stock Holding History

Cherry Tree 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	$90.5K	Buy	300 +6	+2%	+$1.93K	0.02%	219
2025 Q4	$103K	Sell	294 -102	-26%	-$34.8K	0.02%	219
2025 Q3	$135K	Sell	396 -50	-11%	-$17.3K	0.03%	193
2025 Q2	$158K	Sell	446 -13	-3%	-$4.53K	0.04%	175
2025 Q1	$161K	Buy	459 +29	+7%	+$9.81K	0.04%	170
2024 Q4	$136K	Hold	430	–	–	0.03%	182
2024 Q3	$118K	Hold	430	–	–	0.03%	200
2024 Q2	$113K	Sell	430 -9	-2%	-$2.47K	0.03%	191
2024 Q1	$122K	Buy	439 +9	+2%	+$2.48K	0.03%	189
2023 Q4	$112K	Hold	430	–	–	0.03%	187
2023 Q3	$98.8K	Hold	430	–	–	0.03%	188
2023 Q2	$102K	Buy	+430	New	+$98.4K	0.03%	189

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Cherry Tree Wealth Management's V Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Visa (V) stake by 2% in Q1 2026, buying an estimated $1.93K and bringing the position to 300 shares worth $90.5K. The position accounts for 0.02% of the portfolio, ranked #219.

Cherry Tree Wealth Management first reported a position in V in Q2 2023 and has held it in 12 quarters since. The position peaked at $161K in Q1 2025. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

Cherry Tree Wealth Management held 300 shares of Visa worth $90.5K as of Q1 2026.
Cherry Tree Wealth Management bought 6 Visa shares in Q1 2026, an estimated $1.93K.
Visa made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #219 holding.
Cherry Tree Wealth Management first reported a position in Visa in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Visa position peaked at $161K in Q1 2025.
4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.