Dynasty Wealth Management’s Visa V Stock Holding History

Dynasty 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	$4.43M	Buy	12,917 +93	+0.7%	+$29.9K	0.03%	91
2026 Q1	$3.88M	Sell	12,824 -246	-2%	-$79.1K	0.03%	93
2025 Q4	$4.58M	Buy	13,070 +594	+5%	+$202K	0.05%	88
2025 Q3	$4.26M	Buy	+12,476	New	+$4.32M	0.06%	77
2025 Q2	–	Sell	-12,483	Closed	-$4.37M	–	256
2025 Q1	$4.37M	Sell	12,483 -59	-0.5%	-$20K	0.07%	63
2024 Q4	$3.96M	Buy	12,542 +352	+3%	+$106K	0.07%	72
2024 Q3	$3.35M	Sell	12,190 -1,542	-11%	-$417K	0.1%	53
2024 Q2	$3.6M	Buy	13,732 +1,621	+13%	+$444K	0.11%	59
2024 Q1	$3.38M	Buy	+12,111	New	+$3.34M	0.11%	56
2018 Q4	–	Sell	-3,125	Closed	-$469K	–	99
2018 Q3	$469K	Buy	+3,125	New	+$444K	0.6%	43

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Dynasty Wealth Management increased its Visa (V) stake by 0.73% in Q2 2026, buying an estimated $29.9K and bringing the position to 12,917 shares worth $4.43M. The position accounts for 0.03% of the portfolio, ranked #91.

Dynasty Wealth Management first reported a position in V in Q3 2018 and has held it in 10 quarters since. The position peaked at $4.58M in Q4 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

Dynasty Wealth Management held 12,917 shares of Visa worth $4.43M as of Q2 2026.
Dynasty Wealth Management bought 93 Visa shares in Q2 2026, an estimated $29.9K.
Visa made up 0.03% of Dynasty Wealth Management's portfolio in Q2 2026, its #91 holding.
Dynasty Wealth Management first reported a position in Visa in Q3 2018 and has held it in 10 quarters since.
Dynasty Wealth Management's Visa position peaked at $4.58M in Q4 2025.
4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.