EWM
V icon

Elevation Wealth Management’s Visa V Stock Holding History

Elevation 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 		$207K Buy
+603
New +$194K 0.15% 144
2026
Q1 		– Sell
-612
Closed -$215K – 147
2025
Q4 		$215K Buy
+612
New +$209K 0.21% 126

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

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

Elevation Wealth Management opened a new position in Visa (V) in Q2 2026: 603 shares worth $207K. The stake represents 0.15% of the portfolio and ranks #144 among its holdings. This is a return to the name: Elevation Wealth Management previously reported a position in V as recently as Q4 2025.

Elevation Wealth Management first reported a position in V in Q4 2025 and has held it in 2 quarters since. The position peaked at $215K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Elevation Wealth Management held 603 shares of Visa worth $207K as of Q2 2026.
  • Visa was a new Elevation Wealth Management position in Q2 2026.
  • Visa made up 0.15% of Elevation Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Elevation Wealth Management first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
  • Elevation Wealth Management's Visa position peaked at $215K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.