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Destination Wealth Management’s Visa V Stock Holding History

Destination 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 		$55.8M Buy
184,744
+6,388
+4% +$2.05M 1.45% 24
2025
Q4 		$62.6M Buy
178,356
+2,287
+1% +$779K 1.64% 21
2025
Q3 		$60.1M Buy
176,069
+438
+0.2% +$152K 1.66% 21
2025
Q2 		$62.4M Sell
175,631
-3,618
-2% -$1.26M 1.83% 19
2025
Q1 		$62.8M Sell
179,249
-5,177
-3% -$1.75M 1.98% 12
2024
Q4 		$58.3M Sell
184,426
-2,541
-1% -$764K 1.82% 19
2024
Q3 		$51.4M Buy
186,967
+3,059
+2% +$827K 1.59% 21
2024
Q2 		$48.3M Sell
183,908
-2,305
-1% -$632K 1.59% 22
2024
Q1 		$52M Sell
186,213
-2,584
-1% -$713K 1.73% 21
2023
Q4 		$49.2M Sell
188,797
-3,644
-2% -$898K 1.7% 21
2023
Q3 		$44.3M Sell
192,441
-1,665
-0.9% -$400K 1.72% 20
2023
Q2 		$46.1M Sell
194,106
-1,120
-0.6% -$256K 1.72% 19
2023
Q1 		$44M Sell
195,226
-1,361
-0.7% -$303K 1.67% 18
2022
Q4 		$40.8M Sell
196,587
-2,890
-1% -$583K 1.62% 18
2022
Q3 		$35.4M Buy
199,477
+1,118
+0.6% +$228K 1.49% 21
2022
Q2 		$39.1M Buy
198,359
+959
+0.5% +$198K 1.58% 20
2022
Q1 		$43.8M Buy
197,400
+3,734
+2% +$808K 1.62% 19
2021
Q4 		$42M Buy
193,666
+6,707
+4% +$1.44M 1.49% 21
2021
Q3 		$41.6M Buy
186,959
+4,526
+2% +$1.06M 1.62% 19
2021
Q2 		$42.7M Buy
182,433
+3,879
+2% +$887K 1.65% 18
2021
Q1 		$37.8M Buy
178,554
+6,836
+4% +$1.44M 1.56% 20
2020
Q4 		$37.6M Buy
171,718
+5,321
+3% +$1.09M 1.63% 18
2020
Q3 		$33.3M Buy
166,397
+3,839
+2% +$767K 1.68% 21
2020
Q2 		$31.4M Buy
162,558
+15,866
+11% +$2.9M 1.7% 22
2020
Q1 		$23.6M Buy
146,692
+36,566
+33% +$6.89M 1.45% 24
2019
Q4 		$20.7M Buy
110,126
+2,425
+2% +$437K 1.05% 30
2019
Q3 		$18.5M Buy
107,701
+4,467
+4% +$796K 1% 32
2019
Q2 		$17.9M Buy
103,234
+37,119
+56% +$6.08M 0.99% 33
2019
Q1 		$10.3M Buy
66,115
+61,777
+1,424% +$8.9M 0.58% 50
2018
Q4 		$572K Buy
4,338
+391
+10% +$54K 0.03% 105
2018
Q3 		$592K Buy
3,947
+2,004
+103% +$285K 0.03% 113
2018
Q2 		$257K Sell
1,943
-1,124
-37% -$145K 0.02% 125
2018
Q1 		$367K Sell
3,067
-99
-3% -$12K 0.02% 121
2017
Q4 		$361K Buy
3,166
+268
+9% +$29.6K 0.02% 122
2017
Q3 		$305K Sell
2,898
-24
-0.8% -$2.43K 0.02% 133
2017
Q2 		$274K Sell
2,922
-64
-2% -$5.94K 0.02% 138
2017
Q1 		$265K Sell
2,986
-2,005
-40% -$172K 0.02% 138
2016
Q4 		$389K Buy
4,991
+1,890
+61% +$152K 0.03% 121
2016
Q3 		$256K Buy
+3,101
New +$248K 0.02% 146
2015
Q3 		– Sell
-3,261
Closed -$219K – 219
2015
Q2 		$219K Buy
+3,261
New +$221K 0.01% 235
2013
Q3 		– Sell
-10,196
Closed -$465K – 103
2013
Q2 		$465K Buy
+10,196
New +$446K 0.06% 73

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

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

Destination Wealth Management increased its Visa (V) stake by 3.6% in Q1 2026, buying an estimated $2.05M and bringing the position to 184,744 shares worth $55.8M. The position accounts for 1.45% of the portfolio, ranked #24.

Destination Wealth Management first reported a position in V in Q2 2013 and has held it in 41 quarters since. The position peaked at $62.8M in Q1 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Destination Wealth Management held 184,744 shares of Visa worth $55.8M as of Q1 2026.
  • Destination Wealth Management bought 6,388 Visa shares in Q1 2026, an estimated $2.05M.
  • Visa made up 1.45% of Destination Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Destination Wealth Management first reported a position in Visa in Q2 2013 and has held it in 41 quarters since.
  • Destination Wealth Management's Visa position peaked at $62.8M in Q1 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.