CWM
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Cranbrook Wealth Management’s Visa V Stock Holding History

Cranbrook 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 		$13.7K Sell
40
-10
-20% -$3.21K ﹤0.01% 286
2026
Q1 		$15K Hold
50
– – ﹤0.01% 264
2025
Q4 		$17.4K Hold
50
– – ﹤0.01% 256
2025
Q3 		$16.9K Sell
50
-41
-45% -$14.2K ﹤0.01% 265
2025
Q2 		$32.2K Buy
91
+41
+82% +$14.3K 0.01% 217
2025
Q1 		$17.7K Hold
50
– – ﹤0.01% 237
2024
Q4 		$15.9K Buy
50
+1
+2% +$301 ﹤0.01% 240
2024
Q3 		$13.6K Buy
49
+10
+26% +$2.7K ﹤0.01% 245
2024
Q2 		$10.3K Hold
39
– – ﹤0.01% 245
2024
Q1 		$10.9K Hold
39
– – ﹤0.01% 226
2023
Q4 		$10.2K Hold
39
– – ﹤0.01% 230
2023
Q3 		$8.98K Hold
39
– – ﹤0.01% 231
2023
Q2 		$9.26K Hold
39
– – ﹤0.01% 231
2023
Q1 		$8.77K Hold
39
– – ﹤0.01% 229
2022
Q4 		$8.07K Hold
39
– – ﹤0.01% 230
2022
Q3 		$7K Hold
39
– – ﹤0.01% 257
2022
Q2 		$8K Hold
39
– – ﹤0.01% 252
2022
Q1 		$9K Sell
39
-90
-70% -$19.5K ﹤0.01% 285
2021
Q4 		$28K Buy
129
+1
+0.8% +$215 0.01% 222
2021
Q3 		$29K Buy
128
+90
+237% +$21.1K 0.01% 223
2021
Q2 		$9K Sell
38
-44
-54% -$10.1K ﹤0.01% 288
2021
Q1 		$17K Buy
82
+20
+32% +$4.21K ﹤0.01% 255
2020
Q4 		$14K Buy
62
+24
+63% +$4.91K ﹤0.01% 222
2020
Q3 		$8K Hold
38
– – ﹤0.01% 222
2020
Q2 		$7K Hold
38
– – ﹤0.01% 219
2020
Q1 		$6K Hold
38
– – ﹤0.01% 215
2019
Q4 		$7K Hold
38
– – ﹤0.01% 216
2019
Q3 		$7K Buy
+38
New +$6.77K ﹤0.01% 212

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

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

Cranbrook Wealth Management reduced its Visa (V) stake by 20% in Q2 2026, selling an estimated $3.21K and leaving 40 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Cranbrook Wealth Management first reported a position in V in Q3 2019 and has held it in 28 quarters since. The position peaked at $32.2K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cranbrook Wealth Management held 40 shares of Visa worth $13.7K as of Q2 2026.
  • Cranbrook Wealth Management sold 10 Visa shares in Q2 2026, an estimated $3.21K.
  • Visa made up ﹤0.01% of Cranbrook Wealth Management's portfolio in Q2 2026, its #286 holding.
  • Cranbrook Wealth Management first reported a position in Visa in Q3 2019 and has held it in 28 quarters since.
  • Cranbrook Wealth Management's Visa position peaked at $32.2K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.