DWM
V icon

Darwin Wealth Management’s Visa V Stock Holding History

Darwin 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
Q1 		$2.31M Buy
7,646
+1,762
+30% +$567K 0.72% 44
2025
Q4 		$2.06M Buy
5,884
+429
+8% +$146K 0.64% 42
2025
Q3 		$1.86M Buy
5,455
+111
+2% +$38.4K 0.59% 46
2025
Q2 		$1.9M Sell
5,344
-1,833
-26% -$639K 0.66% 43
2025
Q1 		$2.27M Hold
7,177
– – 0.76% 39
2024
Q4 		$2.27M Sell
7,177
-2,354
-25% -$708K 0.76% 39
2024
Q3 		$2.62M Sell
9,531
-294
-3% -$79.5K 0.72% 45
2024
Q2 		$2.58M Sell
9,825
-297
-3% -$81.4K 1.28% 26
2024
Q1 		$2.82M Sell
10,122
-1,263
-11% -$349K 0.79% 38
2023
Q4 		$2.96M Sell
11,385
-1,033
-8% -$255K 0.8% 38
2023
Q3 		$2.86M Buy
12,418
+407
+3% +$97.8K 0.77% 38
2023
Q2 		$2.89M Buy
12,011
+2,497
+26% +$571K 0.74% 36
2023
Q1 		$2.22M Buy
9,514
+7,071
+289% +$1.57M 0.6% 43
2022
Q4 		$545K Sell
2,443
-111
-4% -$22.4K 0.14% 98
2022
Q3 		$473K Sell
2,554
-239
-9% -$48.6K 0.12% 104
2022
Q2 		$576K Buy
2,793
+1,286
+85% +$266K 0.12% 104
2022
Q1 		$334K Sell
1,507
-33
-2% -$7.14K 0.05% 139
2021
Q4 		$330K Sell
1,540
-316
-17% -$67.8K 0.05% 142
2021
Q3 		$413K Sell
1,856
-267
-13% -$62.6K 0.07% 121
2021
Q2 		$496K Sell
2,123
-498
-19% -$114K 0.08% 115
2021
Q1 		$554K Sell
2,621
-201
-7% -$42.3K 0.1% 109
2020
Q4 		$617K Buy
2,822
+270
+11% +$55.3K 0.12% 104
2020
Q3 		$510K Sell
2,552
-2,847
-53% -$569K 0.11% 98
2020
Q2 		$1.04M Buy
5,399
+2,730
+102% +$499K 0.27% 77
2020
Q1 		$429K Sell
2,669
-105
-4% -$19.8K 0.14% 91
2019
Q4 		$521K Buy
2,774
+277
+11% +$49.9K 0.14% 106
2019
Q3 		$430K Sell
2,497
-97
-4% -$17.3K 0.13% 107
2019
Q2 		$450K Sell
2,594
-325
-11% -$53.2K 0.14% 104
2019
Q1 		$456K Buy
2,919
+227
+8% +$32.7K 0.15% 102
2018
Q4 		$357K Sell
2,692
-684
-20% -$94.5K 0.25% 65
2018
Q3 		$506K Sell
3,376
-7
-0.2% -$995 0.28% 64
2018
Q2 		$448K Buy
3,383
+342
+11% +$44K 0.29% 69
2018
Q1 		$362K Sell
3,041
-506
-14% -$61.3K 0.26% 76
2017
Q4 		$403K Buy
3,547
+1,023
+41% +$113K 0.17% 108
2017
Q3 		$266K Sell
2,524
-241
-9% -$24.4K 0.26% 76
2017
Q2 		$259K Buy
2,765
+25
+0.9% +$2.32K 0.14% 114
2017
Q1 		$244K Sell
2,740
-52
-2% -$4.47K 0.14% 112
2016
Q4 		$218K Buy
2,792
+3
+0.1% +$241 0.15% 98
2016
Q3 		$231K Buy
2,789
+53
+2% +$4.24K 0.18% 81
2016
Q2 		$203K Buy
+2,736
New +$214K 0.17% 86

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Darwin Wealth Management's V Position: Q1 2026 in Review

Darwin Wealth Management increased its Visa (V) stake by 30% in Q1 2026, buying an estimated $567K and bringing the position to 7,646 shares worth $2.31M. The position accounts for 0.72% of the portfolio, ranked #44.

Darwin Wealth Management first reported a position in V in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.96M in Q4 2023. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Darwin Wealth Management held 7,646 shares of Visa worth $2.31M as of Q1 2026.
  • Darwin Wealth Management bought 1,762 Visa shares in Q1 2026, an estimated $567K.
  • Visa made up 0.72% of Darwin Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Darwin Wealth Management first reported a position in Visa in Q2 2016 and has held it in 40 quarters since.
  • Darwin Wealth Management's Visa position peaked at $2.96M in Q4 2023.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.