EWM
V icon

Elevatus Welath Management’s Visa V Stock Holding History

Elevatus Welath 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 		$883K Buy
2,574
+1,520
+144% +$488K 0.21% 95
2026
Q1 		$319K Sell
1,054
-246
-19% -$79.1K 0.17% 101
2025
Q4 		$456K Sell
1,300
-172
-12% -$58.6K 0.12% 93
2025
Q3 		$502K Buy
1,472
+179
+14% +$62K 0.15% 74
2025
Q2 		$459K Buy
1,293
+236
+22% +$82.3K 0.15% 71
2025
Q1 		$370K Sell
1,057
-82
-7% -$27.7K 0.21% 66
2024
Q4 		$360K Buy
1,139
+1
+0.1% +$301 0.12% 73
2024
Q3 		$313K Sell
1,138
-5,250
-82% -$1.42M 0.1% 72
2024
Q2 		$1.68M Sell
6,388
-8,933
-58% -$2.45M 0.63% 44
2024
Q1 		$4.28M Buy
15,321
+889
+6% +$245K 1.69% 22
2023
Q4 		$3.76M Buy
14,432
+13,379
+1,271% +$3.3M 1.71% 18
2023
Q3 		$242K Buy
+1,053
New +$253K 0.22% 56

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

Elevatus Welath Management's V Position: Q2 2026 in Review

Elevatus Welath Management increased its Visa (V) stake by 144% in Q2 2026, buying an estimated $488K and bringing the position to 2,574 shares worth $883K. The position accounts for 0.21% of the portfolio, ranked #95.

Elevatus Welath Management first reported a position in V in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.28M in Q1 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Elevatus Welath Management held 2,574 shares of Visa worth $883K as of Q2 2026.
  • Elevatus Welath Management bought 1,520 Visa shares in Q2 2026, an estimated $488K.
  • Visa made up 0.21% of Elevatus Welath Management's portfolio in Q2 2026, its #95 holding.
  • Elevatus Welath Management first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
  • Elevatus Welath Management's Visa position peaked at $4.28M in Q1 2024.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.