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Diversify Wealth Management’s Visa V Stock Holding History

Diversify 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
Q2 		$21.9M Buy
60,289
+2,104
+4% +$675K 0.37% 50
2026
Q1 		$19.5M Buy
58,185
+35,748
+159% +$11.5M 0.35% 57
2025
Q4 		$7.36M Buy
22,437
+827
+4% +$282K 0.34% 71
2025
Q3 		$7.28M Sell
21,610
-111
-0.5% -$38.4K 0.42% 57
2025
Q2 		$7.31M Buy
21,721
+567
+3% +$198K 0.45% 45
2025
Q1 		$7.22M Sell
21,154
-295
-1% -$99.8K 0.54% 38
2024
Q4 		$6.6M Buy
21,449
+6,704
+45% +$2.02M 0.51% 47
2024
Q3 		$4.18M Buy
14,745
+862
+6% +$233K 0.4% 64
2024
Q2 		$3.56M Buy
+13,883
New +$3.81M 0.44% 50

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

Diversify Wealth Management's V Position: Q2 2026 in Review

Diversify Wealth Management increased its Visa (V) stake by 3.6% in Q2 2026, buying an estimated $675K and bringing the position to 60,289 shares worth $21.9M. The position accounts for 0.37% of the portfolio, ranked #50.

Diversify Wealth Management first reported a position in V in Q2 2024 and has held it in 9 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Diversify Wealth Management held 60,289 shares of Visa worth $21.9M as of Q2 2026.
  • Diversify Wealth Management bought 2,104 Visa shares in Q2 2026, an estimated $675K.
  • Visa made up 0.37% of Diversify Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Diversify Wealth Management first reported a position in Visa in Q2 2024 and has held it in 9 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.