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Ducere Wealth Management’s Visa V Stock Holding History

Ducere 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 		$212K Sell
619
-494
-44% -$159K 0.06% 128
2026
Q1 		$336K Sell
1,113
-67
-6% -$21.5K 0.13% 92
2025
Q4 		$414K Buy
+1,180
New +$402K 0.16% 85

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

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

Ducere Wealth Management reduced its Visa (V) stake by 44% in Q2 2026, selling an estimated $159K and leaving 619 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #128.

Ducere Wealth Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $414K in Q4 2025. 4,557 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Ducere Wealth Management held 619 shares of Visa worth $212K as of Q2 2026.
  • Ducere Wealth Management sold 494 Visa shares in Q2 2026, an estimated $159K.
  • Visa made up 0.06% of Ducere Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Ducere Wealth Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Ducere Wealth Management's Visa position peaked at $414K in Q4 2025.
  • 4,557 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.