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Cypress Point Wealth Management’s Visa V Stock Holding History

Cypress Point 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 		$774K Buy
2,257
+976
+76% +$313K 0.16% 63
2026
Q1 		$387K Buy
+1,281
New +$412K 0.08% 72
2021
Q1 		– Sell
-810
Closed -$177K – 193
2020
Q4 		$177K Buy
+810
New +$166K 0.27% 87

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

Cypress Point Wealth Management's V Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Visa (V) stake by 76% in Q2 2026, buying an estimated $313K and bringing the position to 2,257 shares worth $774K. The position accounts for 0.16% of the portfolio, ranked #63.

Cypress Point Wealth Management first reported a position in V in Q4 2020 and has held it in 3 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cypress Point Wealth Management held 2,257 shares of Visa worth $774K as of Q2 2026.
  • Cypress Point Wealth Management bought 976 Visa shares in Q2 2026, an estimated $313K.
  • Visa made up 0.16% of Cypress Point Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Cypress Point Wealth Management first reported a position in Visa in Q4 2020 and has held it in 3 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.