CWM
V icon

Copia Wealth Management’s Visa V Stock Holding History

Copia 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 		$8.92K Buy
26
+6
+30% +$1.93K 0.01% 353
2026
Q1 		$6.04K Hold
20
– – ﹤0.01% 363
2025
Q4 		$7.01K Sell
20
-20
-50% -$6.81K 0.01% 350
2025
Q3 		$13.7K Hold
40
– – 0.01% 290
2025
Q2 		$14.2K Hold
40
– – 0.01% 264
2025
Q1 		$14K Hold
40
– – 0.01% 247
2024
Q4 		$12.6K Buy
+40
New +$12K 0.01% 239

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

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

Copia Wealth Management increased its Visa (V) stake by 30% in Q2 2026, buying an estimated $1.93K and bringing the position to 26 shares worth $8.92K. The position accounts for 0.01% of the portfolio, ranked #353.

Copia Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.2K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Copia Wealth Management held 26 shares of Visa worth $8.92K as of Q2 2026.
  • Copia Wealth Management bought 6 Visa shares in Q2 2026, an estimated $1.93K.
  • Visa made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #353 holding.
  • Copia Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Visa position peaked at $14.2K in Q2 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.