DiNuzzo Private Wealth’s Visa V Stock Holding History

DiNuzzo Private Wealth’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	$114K	Sell	331 -1	-0.3%	-$321	0.01%	100
2026 Q1	$100K	Sell	332 -1	-0.3%	-$322	0.01%	104
2025 Q4	$117K	Buy	333 +15	+5%	+$5.11K	0.01%	96
2025 Q3	$112K	Sell	318 -2	-0.6%	-$692	0.01%	96
2025 Q2	$114K	Hold	320	–	–	0.01%	94
2025 Q1	$112K	Buy	320 +3	+0.9%	+$1.01K	0.01%	91
2024 Q4	$100K	Hold	317	–	–	0.01%	101
2024 Q3	$87.2K	Hold	317	–	–	0.01%	112
2024 Q2	$83.2K	Buy	317 +41	+15%	+$11.2K	0.01%	81
2024 Q1	$77K	Hold	276	–	–	0.01%	78
2023 Q4	$71.9K	Buy	+276	New	+$68K	0.01%	77

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

DiNuzzo Private Wealth's V Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Visa (V) stake by 0.3% in Q2 2026, selling an estimated $321 and leaving 331 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #100.

DiNuzzo Private Wealth first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $117K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

DiNuzzo Private Wealth held 331 shares of Visa worth $114K as of Q2 2026.
DiNuzzo Private Wealth sold 1 Visa share in Q2 2026, an estimated $321.
Visa made up 0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #100 holding.
DiNuzzo Private Wealth first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Visa position peaked at $117K in Q4 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.