CWG
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Cornerstone Wealth Group’s Visa V Stock Holding History

Cornerstone Wealth Group’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 		$8.98M Sell
26,168
-5,253
-17% -$1.69M 0.53% 50
2026
Q1 		$9.74M Buy
31,421
+2,372
+8% +$763K 0.62% 38
2025
Q4 		$10.2M Buy
29,049
+939
+3% +$320K 0.7% 38
2025
Q3 		$9.6M Buy
28,110
+604
+2% +$209K 0.65% 38
2025
Q2 		$9.77M Buy
27,506
+1,098
+4% +$383K 0.73% 35
2025
Q1 		$9.26M Sell
26,408
-564
-2% -$191K 0.77% 36
2024
Q4 		$8.52M Sell
26,972
-12,373
-31% -$3.72M 0.7% 35
2024
Q3 		$10.8M Buy
39,345
+952
+2% +$257K 0.89% 27
2024
Q2 		$10.1M Buy
38,393
+2,072
+6% +$568K 0.9% 25
2024
Q1 		$10.1M Buy
36,321
+3,936
+12% +$1.09M 0.93% 24
2023
Q4 		$8.43M Sell
32,385
-738
-2% -$182K 1.21% 18
2023
Q3 		$7.62M Sell
33,123
-854
-3% -$205K 1.35% 14
2023
Q2 		$8.07M Buy
33,977
+1,173
+4% +$268K 1.46% 15
2023
Q1 		$7.4M Sell
32,804
-783
-2% -$174K 1.32% 18
2022
Q4 		$6.98M Sell
33,587
-88
-0.3% -$17.7K 1.32% 17
2022
Q3 		$5.98M Sell
33,675
-363
-1% -$73.9K 1.32% 18
2022
Q2 		$6.7M Buy
34,038
+2,435
+8% +$503K 1.4% 18
2022
Q1 		$7.01M Sell
31,603
-719
-2% -$156K 1.29% 15
2021
Q4 		$7M Buy
32,322
+1,517
+5% +$326K 1.2% 22
2021
Q3 		$6.86M Buy
30,805
+1,695
+6% +$397K 1.21% 17
2021
Q2 		$7M Buy
29,110
+2,977
+11% +$681K 1.43% 13
2021
Q1 		$5.94M Buy
26,133
+6,874
+36% +$1.45M 1.21% 15
2020
Q4 		$4.21M Buy
19,259
+2,674
+16% +$547K 1.04% 21
2020
Q3 		$3.32M Buy
16,585
+1,605
+11% +$321K 0.91% 32
2020
Q2 		$2.89M Sell
14,980
-3,308
-18% -$604K 0.73% 38
2020
Q1 		$2.95M Buy
18,288
+4,136
+29% +$779K 1.04% 31
2019
Q4 		$2.66M Buy
14,152
+5,369
+61% +$967K 0.72% 45
2019
Q3 		$1.51M Buy
8,783
+1,676
+24% +$299K 0.38% 73
2019
Q2 		$1.23M Sell
7,107
-2,625
-27% -$430K 0.33% 88
2019
Q1 		$1.52M Buy
+9,732
New +$1.4M 0.38% 58

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

Cornerstone Wealth Group's V Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Visa (V) stake by 17% in Q2 2026, selling an estimated $1.69M and leaving 26,168 shares worth $8.98M. The position accounts for 0.53% of the portfolio, ranked #50.

Cornerstone Wealth Group first reported a position in V in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.8M in Q3 2024. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cornerstone Wealth Group held 26,168 shares of Visa worth $8.98M as of Q2 2026.
  • Cornerstone Wealth Group sold 5,253 Visa shares in Q2 2026, an estimated $1.69M.
  • Visa made up 0.53% of Cornerstone Wealth Group's portfolio in Q2 2026, its #50 holding.
  • Cornerstone Wealth Group first reported a position in Visa in Q1 2019 and has held it in 30 quarters since.
  • Cornerstone Wealth Group's Visa position peaked at $10.8M in Q3 2024.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.