CCW
V icon

Coastline Complete Wealth’s Visa V Stock Holding History

Coastline Complete 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
Q1 		$204K Buy
+675
New +$217K 0.13% 53

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Coastline Complete Wealth's V Position: Q1 2026 in Review

Coastline Complete Wealth opened a new position in Visa (V) in Q1 2026: 675 shares worth $204K. The stake represents 0.13% of the portfolio and ranks #53 among its holdings.

4,468 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Coastline Complete Wealth held 675 shares of Visa worth $204K as of Q1 2026.
  • Visa was a new Coastline Complete Wealth position in Q1 2026.
  • Visa made up 0.13% of Coastline Complete Wealth's portfolio in Q1 2026, its #53 holding.
  • 4,468 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.