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	–	Sell	-300	Closed	-$16.9K	–	356
2025 Q4	$16.9K	Hold	300	–	–	﹤0.01%	314
2025 Q3	$16.2K	Buy	+300	New	+$104K	﹤0.01%	285
2024 Q3	–	Sell	-100	Closed	-$4.19K	–	245
2024 Q2	$4.19K	Hold	100	–	–	﹤0.01%	211
2024 Q1	$6.08K	Hold	100	–	–	﹤0.01%	215
2023 Q4	$4.8K	Hold	100	–	–	﹤0.01%	207
2023 Q3	$3.32K	Hold	100	–	–	﹤0.01%	201
2023 Q2	$3.74K	Hold	100	–	–	﹤0.01%	205
2023 Q1	$3.41K	Buy	+100	New	+$22.3K	﹤0.01%	212

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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. 4,446 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.
4,446 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.