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Cherrydale Wealth Management’s Visa V Stock Holding History

Cherrydale 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
Q2 		$501K Buy
1,461
+43
+3% +$13.8K 0.13% 46
2026
Q1 		$429K Sell
1,418
-209
-13% -$67.2K 0.13% 45
2025
Q4 		$571K Hold
1,627
– – 0.17% 39
2025
Q3 		$556K Hold
1,627
– – 0.17% 42
2025
Q2 		$578K Buy
1,627
+107
+7% +$37.3K 0.2% 40
2025
Q1 		$533K Sell
1,520
-13
-0.8% -$4.4K 0.21% 37
2024
Q4 		$485K Buy
1,533
+10
+0.7% +$3.01K 0.19% 40
2024
Q3 		$419K Buy
1,523
+151
+11% +$40.8K 0.17% 40
2024
Q2 		$360K Sell
1,372
-12
-0.9% -$3.29K 0.16% 45
2024
Q1 		$386K Buy
1,384
+161
+13% +$44.5K 0.18% 38
2023
Q4 		$318K Buy
1,223
+97
+9% +$23.9K 0.17% 37
2023
Q3 		$259K Buy
1,126
+18
+2% +$4.33K 0.15% 40
2023
Q2 		$263K Buy
1,108
+43
+4% +$9.84K 0.18% 33
2023
Q1 		$240K Buy
1,065
+78
+8% +$17.4K 0.18% 32
2022
Q4 		$205K Buy
+987
New +$199K 0.17% 35
2022
Q3 		– Sell
-1,044
Closed -$205K – 36
2022
Q2 		$205K Buy
1,044
+67
+7% +$13.8K 0.19% 30
2022
Q1 		$216K Buy
+977
New +$211K 0.16% 37

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

Cherrydale Wealth Management's V Position: Q2 2026 in Review

Cherrydale Wealth Management increased its Visa (V) stake by 3% in Q2 2026, buying an estimated $13.8K and bringing the position to 1,461 shares worth $501K. The position accounts for 0.13% of the portfolio, ranked #46.

Cherrydale Wealth Management first reported a position in V in Q1 2022 and has held it in 17 quarters since. The position peaked at $578K in Q2 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cherrydale Wealth Management held 1,461 shares of Visa worth $501K as of Q2 2026.
  • Cherrydale Wealth Management bought 43 Visa shares in Q2 2026, an estimated $13.8K.
  • Visa made up 0.13% of Cherrydale Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Cherrydale Wealth Management first reported a position in Visa in Q1 2022 and has held it in 17 quarters since.
  • Cherrydale Wealth Management's Visa position peaked at $578K in Q2 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.