DWM
V icon

Drive Wealth Management’s Visa V Stock Holding History

Drive 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 		$2.89M Buy
8,429
+757
+10% +$243K 0.52% 35
2026
Q1 		$2.32M Sell
7,672
-547
-7% -$176K 0.49% 40
2025
Q4 		$2.88M Sell
8,219
-501
-6% -$171K 0.56% 38
2025
Q3 		$2.98M Sell
8,720
-125
-1% -$43.3K 0.63% 32
2025
Q2 		$3.14M Buy
8,845
+144
+2% +$50.2K 0.69% 29
2025
Q1 		$3.05M Buy
8,701
+3,619
+71% +$1.22M 0.72% 28
2024
Q4 		$1.61M Buy
5,082
+594
+13% +$179K 0.39% 45
2024
Q3 		$1.23M Sell
4,488
-30
-0.7% -$8.11K 0.32% 59
2024
Q2 		$1.19M Sell
4,518
-235
-5% -$64.4K 0.32% 60
2024
Q1 		$1.33M Sell
4,753
-253
-5% -$69.9K 0.37% 51
2023
Q4 		$1.3M Sell
5,006
-251
-5% -$61.9K 0.42% 49
2023
Q3 		$1.21M Sell
5,257
-170
-3% -$40.9K 0.44% 49
2023
Q2 		$1.29M Buy
5,427
+8
+0.1% +$1.83K 0.48% 48
2023
Q1 		$1.22M Sell
5,419
-163
-3% -$36.3K 0.51% 45
2022
Q4 		$1.16M Buy
5,582
+1,178
+27% +$238K 0.58% 40
2022
Q3 		$782K Sell
4,404
-465
-10% -$94.6K 0.74% 29
2022
Q2 		$959K Buy
4,869
+686
+16% +$142K 0.88% 26
2022
Q1 		$928K Buy
4,183
+1,604
+62% +$347K 0.78% 30
2021
Q4 		$559K Buy
+2,579
New +$554K 0.49% 51

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

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

Drive Wealth Management increased its Visa (V) stake by 9.9% in Q2 2026, buying an estimated $243K and bringing the position to 8,429 shares worth $2.89M. The position accounts for 0.52% of the portfolio, ranked #35.

Drive Wealth Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.14M in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Drive Wealth Management held 8,429 shares of Visa worth $2.89M as of Q2 2026.
  • Drive Wealth Management bought 757 Visa shares in Q2 2026, an estimated $243K.
  • Visa made up 0.52% of Drive Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Drive Wealth Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Drive Wealth Management's Visa position peaked at $3.14M in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.