CWM
V icon

Consultiva Wealth Management’s Visa V Stock Holding History

Consultiva 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 		$4.53K Hold
15
– – 0.01% 232
2025
Q4 		$5.26K Sell
15
-95
-86% -$32.4K 0.01% 223
2025
Q3 		$37.6K Hold
110
– – 0.11% 108
2025
Q2 		$39.1K Hold
110
– – 0.12% 102
2025
Q1 		$38.5K Hold
110
– – 0.13% 101
2024
Q4 		$34.8K Buy
+110
New +$33.1K 0.17% 67

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

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

Consultiva Wealth Management held its Visa (V) position steady in Q1 2026 at 15 shares worth $4.53K. The position accounts for 0.01% of the portfolio, ranked #232.

Consultiva Wealth Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $39.1K in Q2 2025. 4,454 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Consultiva Wealth Management held 15 shares of Visa worth $4.53K as of Q1 2026.
  • Consultiva Wealth Management left its Visa share count unchanged in Q1 2026.
  • Visa made up 0.01% of Consultiva Wealth Management's portfolio in Q1 2026, its #232 holding.
  • Consultiva Wealth Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Visa position peaked at $39.1K in Q2 2025.
  • 4,454 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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