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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
Q2 		$957K Buy
2,789
+117
+4% +$37.6K 0.08% 84
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Discipline Wealth Solutions's V Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Visa (V) stake by 4.4% in Q2 2026, buying an estimated $37.6K and bringing the position to 2,789 shares worth $957K. The position accounts for 0.08% of the portfolio, ranked #84.

Discipline Wealth Solutions first reported a position in V in Q3 2024 and has held it in 8 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Discipline Wealth Solutions held 2,789 shares of Visa worth $957K as of Q2 2026.
  • Discipline Wealth Solutions bought 117 Visa shares in Q2 2026, an estimated $37.6K.
  • Visa made up 0.08% of Discipline Wealth Solutions's portfolio in Q2 2026, its #84 holding.
  • Discipline Wealth Solutions first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.