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Ehrlich Financial Group’s Visa V Stock Holding History

Ehrlich Financial Group’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 		$290K Sell
846
-59
-7% -$18.9K 0.15% 95
2026
Q1 		$274K Buy
905
+17
+2% +$5.47K 0.16% 96
2025
Q4 		$311K Hold
888
– – 0.18% 87
2025
Q3 		$303K Sell
888
-19
-2% -$6.58K 0.18% 86
2025
Q2 		$322K Buy
907
+18
+2% +$6.27K 0.21% 77
2025
Q1 		$312K Sell
889
-63
-7% -$21.3K 0.23% 82
2024
Q4 		$301K Sell
952
-21
-2% -$6.32K 0.21% 83
2024
Q3 		$267K Sell
973
-5
-0.5% -$1.35K 0.19% 84
2024
Q2 		$257K Buy
978
+6
+0.6% +$1.65K 0.2% 81
2024
Q1 		$271K Sell
972
-35
-3% -$9.66K 0.23% 80
2023
Q4 		$262K Buy
+1,007
New +$248K 0.26% 78

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

Ehrlich Financial Group's V Position: Q2 2026 in Review

Ehrlich Financial Group reduced its Visa (V) stake by 6.5% in Q2 2026, selling an estimated $18.9K and leaving 846 shares worth $290K. The position accounts for 0.15% of the portfolio, ranked #95.

Ehrlich Financial Group first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $322K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Ehrlich Financial Group held 846 shares of Visa worth $290K as of Q2 2026.
  • Ehrlich Financial Group sold 59 Visa shares in Q2 2026, an estimated $18.9K.
  • Visa made up 0.15% of Ehrlich Financial Group's portfolio in Q2 2026, its #95 holding.
  • Ehrlich Financial Group first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Ehrlich Financial Group's Visa position peaked at $322K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.