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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dynasty Wealth Management's V Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Visa (V) stake by 1.9% in Q1 2026, selling an estimated $79.1K and leaving 12,824 shares worth $3.88M. The position accounts for 0.03% of the portfolio, ranked #93.

Dynasty Wealth Management first reported a position in V in Q3 2018 and has held it in 9 quarters since. The position peaked at $4.58M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Dynasty Wealth Management held 12,824 shares of Visa worth $3.88M as of Q1 2026.
Dynasty Wealth Management sold 246 Visa shares in Q1 2026, an estimated $79.1K.
Visa made up 0.03% of Dynasty Wealth Management's portfolio in Q1 2026, its #93 holding.
Dynasty Wealth Management first reported a position in Visa in Q3 2018 and has held it in 9 quarters since.
Dynasty Wealth Management's Visa position peaked at $4.58M in Q4 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.