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Correct Capital Wealth Management’s Visa V Stock Holding History

Correct Capital 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 		$2.04M Sell
6,762
-67
-1% -$21.5K 0.38% 35
2025
Q4 		$2.4M Buy
6,829
+131
+2% +$44.6K 0.45% 33
2025
Q3 		$2.29M Buy
6,698
+95
+1% +$32.9K 0.38% 35
2025
Q2 		$2.34M Buy
6,603
+531
+9% +$185K 0.34% 30
2025
Q1 		$2.13M Buy
6,072
+1,997
+49% +$676K 0.34% 28
2024
Q4 		$1.29M Buy
4,075
+96
+2% +$28.9K 0.26% 46
2024
Q3 		$1.09M Buy
3,979
+2,102
+112% +$568K 0.24% 51
2024
Q2 		$493K Hold
1,877
– – 0.12% 73
2024
Q1 		$524K Buy
1,877
+42
+2% +$11.6K 0.12% 79
2023
Q4 		$478K Buy
+1,835
New +$452K 0.12% 79

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

Correct Capital Wealth Management's V Position: Q1 2026 in Review

Correct Capital Wealth Management reduced its Visa (V) stake by 0.98% in Q1 2026, selling an estimated $21.5K and leaving 6,762 shares worth $2.04M. The position accounts for 0.38% of the portfolio, ranked #35.

Correct Capital Wealth Management first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.4M in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Correct Capital Wealth Management held 6,762 shares of Visa worth $2.04M as of Q1 2026.
  • Correct Capital Wealth Management sold 67 Visa shares in Q1 2026, an estimated $21.5K.
  • Visa made up 0.38% of Correct Capital Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Correct Capital Wealth Management first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
  • Correct Capital Wealth Management's Visa position peaked at $2.4M in Q4 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.