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Discipline Wealth Solutions’s Visa V Stock Holding History

Discipline Wealth Solutions’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 		$808K Buy
2,672
+390
+17% +$125K 0.09% 82
2025
Q4 		$800K Buy
2,282
+45
+2% +$15.3K 0.15% 77
2025
Q3 		$764K Buy
2,237
+825
+58% +$286K 0.2% 73
2025
Q2 		$501K Hold
1,412
– – 0.19% 61
2025
Q1 		$495K Hold
1,412
– – 0.24% 49
2024
Q4 		$446K Buy
1,412
+89
+7% +$26.8K 0.21% 52
2024
Q3 		$364K Buy
+1,323
New +$358K 0.19% 52

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

Discipline Wealth Solutions's V Position: Q1 2026 in Review

Discipline Wealth Solutions increased its Visa (V) stake by 17% in Q1 2026, buying an estimated $125K and bringing the position to 2,672 shares worth $808K. The position accounts for 0.09% of the portfolio, ranked #82.

Discipline Wealth Solutions first reported a position in V in Q3 2024 and has held it in 7 quarters since. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Discipline Wealth Solutions held 2,672 shares of Visa worth $808K as of Q1 2026.
  • Discipline Wealth Solutions bought 390 Visa shares in Q1 2026, an estimated $125K.
  • Visa made up 0.09% of Discipline Wealth Solutions's portfolio in Q1 2026, its #82 holding.
  • Discipline Wealth Solutions first reported a position in Visa in Q3 2024 and has held it in 7 quarters since.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.