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V icon

Crestmont Private Wealth’s Visa V Stock Holding History

Crestmont Private Wealth’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 		– Sell
-3,187
Closed -$963K – 119
2026
Q1 		$963K Buy
3,187
+154
+5% +$49.5K 0.3% 24
2025
Q4 		$1.06M Buy
3,033
+92
+3% +$31.3K 0.35% 19
2025
Q3 		$1M Buy
2,941
+148
+5% +$51.2K 0.33% 20
2025
Q2 		$992K Buy
2,793
+184
+7% +$64.1K 0.36% 16
2025
Q1 		$914K Buy
2,609
+271
+12% +$91.7K 0.4% 13
2024
Q4 		$739K Sell
2,338
-110
-4% -$33.1K 0.33% 18
2024
Q3 		$673K Buy
2,448
+161
+7% +$43.5K 0.29% 21
2024
Q2 		$600K Buy
2,287
+343
+18% +$94K 0.29% 22
2024
Q1 		$543K Buy
1,944
+417
+27% +$115K 0.27% 18
2023
Q4 		$398K Sell
1,527
-87
-5% -$21.4K 0.2% 21
2023
Q3 		$371K Sell
1,614
-395
-20% -$94.9K 0.23% 20
2023
Q2 		$477K Buy
2,009
+195
+11% +$44.6K 0.28% 18
2023
Q1 		$409K Buy
1,814
+266
+17% +$59.2K 0.27% 15
2022
Q4 		$322K Buy
+1,548
New +$312K 0.22% 22

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

Crestmont Private Wealth's V Position: Q2 2026 in Review

Crestmont Private Wealth sold out of Visa (V) in Q2 2026, closing a stake of 3,187 shares — an estimated $963K sold.

Crestmont Private Wealth first reported a position in V in Q4 2022 and held it in 14 quarters. The position peaked at $1.06M in Q4 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Crestmont Private Wealth reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Crestmont Private Wealth sold 3,187 Visa shares in Q2 2026, an estimated $963K.
  • Crestmont Private Wealth first reported a position in Visa in Q4 2022 and held it in 14 quarters.
  • Crestmont Private Wealth's Visa position peaked at $1.06M in Q4 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.