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Curio Wealth’s Visa V Stock Holding History

Curio 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 		$342K Buy
998
+3
+0.3% +$963 0.11% 65
2026
Q1 		$301K Buy
995
+8
+0.8% +$2.57K 0.1% 62
2025
Q4 		$350K Hold
987
– – 0.12% 61
2025
Q3 		$337K Hold
987
– – 0.14% 51
2025
Q2 		$350K Buy
987
+985
+49,250% +$343K 0.15% 55
2025
Q1 		$312K Sell
2
-985
-100% -$333K 0.16% 57
2024
Q4 		$312K Buy
+987
New +$297K 0.17% 52

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

Curio Wealth's V Position: Q2 2026 in Review

Curio Wealth increased its Visa (V) stake by 0.3% in Q2 2026, buying an estimated $963 and bringing the position to 998 shares worth $342K. The position accounts for 0.11% of the portfolio, ranked #65.

Curio Wealth first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $350K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Curio Wealth held 998 shares of Visa worth $342K as of Q2 2026.
  • Curio Wealth bought 3 Visa shares in Q2 2026, an estimated $963.
  • Visa made up 0.11% of Curio Wealth's portfolio in Q2 2026, its #65 holding.
  • Curio Wealth first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Curio Wealth's Visa position peaked at $350K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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