Eagle Wealth Strategies’s Visa V Stock Holding History

Eagle 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	$600K	Buy	1,750 +23	+1%	+$7.38K	0.23%	44
2026 Q1	$522K	Buy	1,727 +12	+0.7%	+$3.86K	0.23%	48
2025 Q4	$602K	Buy	1,715 +16	+0.9%	+$5.45K	0.28%	38
2025 Q3	$580K	Buy	1,699 +145	+9%	+$50.2K	0.29%	40
2025 Q2	$552K	Sell	1,554 -4	-0.3%	-$1.39K	0.31%	39
2025 Q1	$546K	Sell	1,558 -22	-1%	-$7.44K	0.34%	36
2024 Q4	$499K	Buy	1,580 +81	+5%	+$24.4K	0.36%	42
2024 Q3	$412K	Buy	+1,499	New	+$405K	0.3%	52

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

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

Eagle Wealth Strategies increased its Visa (V) stake by 1.3% in Q2 2026, buying an estimated $7.38K and bringing the position to 1,750 shares worth $600K. The position accounts for 0.23% of the portfolio, ranked #44.

Eagle Wealth Strategies first reported a position in V in Q3 2024 and has held it in 8 quarters since. The position peaked at $602K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Eagle Wealth Strategies held 1,750 shares of Visa worth $600K as of Q2 2026.
Eagle Wealth Strategies bought 23 Visa shares in Q2 2026, an estimated $7.38K.
Visa made up 0.23% of Eagle Wealth Strategies's portfolio in Q2 2026, its #44 holding.
Eagle Wealth Strategies first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
Eagle Wealth Strategies's Visa position peaked at $602K in Q4 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.