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Daner Wealth Management’s Visa V Stock Holding History

Daner 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 		$600K Buy
1,643
+14
+0.9% +$4.5K 0.33% 43
2026
Q1 		$532K Sell
1,629
-127
-7% -$40.8K 0.31% 44
2025
Q4 		$576K Buy
1,756
+1,152
+191% +$392K 0.35% 42
2025
Q3 		$207K Hold
604
– – 0.13% 96
2025
Q2 		$203K Buy
+604
New +$211K 0.14% 78

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

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

Daner Wealth Management increased its Visa (V) stake by 0.86% in Q2 2026, buying an estimated $4.5K and bringing the position to 1,643 shares worth $600K. The position accounts for 0.33% of the portfolio, ranked #43.

Daner Wealth Management first reported a position in V in Q2 2025 and has held it in 5 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Daner Wealth Management held 1,643 shares of Visa worth $600K as of Q2 2026.
  • Daner Wealth Management bought 14 Visa shares in Q2 2026, an estimated $4.5K.
  • Visa made up 0.33% of Daner Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Daner Wealth Management first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.