ELM
V icon

Elite Life Management’s Visa V Stock Holding History

Elite Life 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 		$786K Buy
2,133
+23
+1% +$7.38K 0.92% 17
2026
Q1 		$673K Buy
2,110
+13
+0.6% +$4.18K 0.84% 19
2025
Q4 		$695K Buy
2,097
+685
+49% +$233K 1.13% 18
2025
Q3 		$488K Buy
1,412
+15
+1% +$5.19K 1% 15
2025
Q2 		$496K Sell
1,397
-22
-2% -$7.67K 1.28% 14
2025
Q1 		$497K Buy
1,419
+37
+3% +$12.5K 1.55% 14
2024
Q4 		$437K Sell
1,382
-3
-0.2% -$902 1.29% 17
2024
Q3 		$381K Buy
1,385
+35
+3% +$9.46K 1.24% 18
2024
Q2 		$354K Buy
1,350
+2
+0.1% +$548 1.37% 17
2024
Q1 		$376K Sell
1,348
-33
-2% -$9.11K 1.84% 17
2023
Q4 		$359K Buy
+1,381
New +$340K 2.15% 15

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

Elite Life Management's V Position: Q2 2026 in Review

Elite Life Management increased its Visa (V) stake by 1.1% in Q2 2026, buying an estimated $7.38K and bringing the position to 2,133 shares worth $786K. The position accounts for 0.92% of the portfolio, ranked #17.

Elite Life Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Elite Life Management held 2,133 shares of Visa worth $786K as of Q2 2026.
  • Elite Life Management bought 23 Visa shares in Q2 2026, an estimated $7.38K.
  • Visa made up 0.92% of Elite Life Management's portfolio in Q2 2026, its #17 holding.
  • Elite Life Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Elite Life Management's 13F filing for Q2 2026, filed 6 Aug 2026.