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Dynamic Wealth Strategies’s Visa V Stock Holding History

Dynamic Wealth Strategies’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 		$283K Sell
826
-30
-4% -$9.63K 0.15% 68
2026
Q1 		$259K Sell
856
-11
-1% -$3.54K 0.15% 69
2025
Q4 		$304K Buy
867
+260
+43% +$88.6K 0.18% 64
2025
Q3 		$207K Buy
607
+14
+2% +$4.84K 0.14% 69
2025
Q2 		$211K Sell
593
-75
-11% -$26.1K 0.15% 64
2025
Q1 		$234K Sell
668
-14
-2% -$4.74K 0.19% 59
2024
Q4 		$216K Buy
682
+1
+0.1% +$301 0.19% 60
2024
Q3 		$187K Sell
681
-55
-7% -$14.9K 0.15% 71
2024
Q2 		$193K Sell
736
-58
-7% -$15.9K 0.17% 63
2024
Q1 		$222K Buy
794
+33
+4% +$9.11K 0.19% 56
2023
Q4 		$198K Buy
+761
New +$188K 0.18% 58

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

Dynamic Wealth Strategies's V Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Visa (V) stake by 3.5% in Q2 2026, selling an estimated $9.63K and leaving 826 shares worth $283K. The position accounts for 0.15% of the portfolio, ranked #68.

Dynamic Wealth Strategies first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $304K in Q4 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Dynamic Wealth Strategies held 826 shares of Visa worth $283K as of Q2 2026.
  • Dynamic Wealth Strategies sold 30 Visa shares in Q2 2026, an estimated $9.63K.
  • Visa made up 0.15% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #68 holding.
  • Dynamic Wealth Strategies first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Dynamic Wealth Strategies's Visa position peaked at $304K in Q4 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.