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Dogwood Wealth Management’s Visa V Stock Holding History

Dogwood 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 		$740K Sell
2,157
-252
-10% -$80.9K 0.29% 42
2026
Q1 		$728K Buy
2,409
+334
+16% +$107K 0.32% 42
2025
Q4 		$728K Sell
2,075
-207
-9% -$70.5K 0.32% 46
2025
Q3 		$779K Sell
2,282
-58
-2% -$20.1K 0.35% 55
2025
Q2 		$830K Buy
2,340
+49
+2% +$17.1K 0.41% 49
2025
Q1 		$803K Buy
2,291
+2,154
+1,572% +$729K 0.42% 42
2024
Q4 		$43.2K Sell
137
-189
-58% -$56.8K 0.02% 126
2024
Q3 		$89.5K Sell
326
-3,310
-91% -$895K 0.05% 104
2024
Q2 		$954K Buy
3,636
+503
+16% +$138K 0.59% 36
2024
Q1 		$874K Buy
3,133
+304
+11% +$83.9K 0.59% 35
2023
Q4 		$736K Buy
+2,829
New +$697K 0.58% 34

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

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

Dogwood Wealth Management reduced its Visa (V) stake by 10% in Q2 2026, selling an estimated $80.9K and leaving 2,157 shares worth $740K. The position accounts for 0.29% of the portfolio, ranked #42.

Dogwood Wealth Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $954K in Q2 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Dogwood Wealth Management held 2,157 shares of Visa worth $740K as of Q2 2026.
  • Dogwood Wealth Management sold 252 Visa shares in Q2 2026, an estimated $80.9K.
  • Visa made up 0.29% of Dogwood Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Dogwood Wealth Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Visa position peaked at $954K in Q2 2024.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.