Elk River Wealth Management’s Visa V Stock Holding History

Elk River 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	$936K	Hold	2,728	–	–	0.15%	62
2026 Q1	$825K	Buy	2,728 +4	+0.1%	+$1.29K	0.14%	62
2025 Q4	$955K	Hold	2,724	–	–	0.15%	57
2025 Q3	$930K	Hold	2,724	–	–	0.15%	54
2025 Q2	$967K	Hold	2,724	–	–	0.17%	52
2025 Q1	$955K	Sell	2,724 -6	-0.2%	-$2.03K	0.18%	52
2024 Q4	$863K	Hold	2,730	–	–	0.16%	53
2024 Q3	$751K	Hold	2,730	–	–	0.14%	56
2024 Q2	$717K	Hold	2,730	–	–	0.14%	54
2024 Q1	$762K	Sell	2,730 -50	-2%	-$13.8K	0.15%	53
2023 Q4	$724K	Sell	2,780 -403	-13%	-$99.3K	0.14%	62
2023 Q3	$732K	Buy	3,183 +453	+17%	+$109K	0.16%	58
2023 Q2	$648K	Sell	2,730 -44	-2%	-$10.1K	0.14%	61
2023 Q1	$625K	Hold	2,774	–	–	0.14%	64
2022 Q4	$576K	Hold	2,774	–	–	0.14%	71
2022 Q3	$493K	Buy	2,774 +44	+2%	+$8.95K	0.13%	70
2022 Q2	$538K	Hold	2,730	–	–	0.14%	71
2022 Q1	$605K	Hold	2,730	–	–	0.13%	73
2021 Q4	$592K	Hold	2,730	–	–	0.13%	78
2021 Q3	$608K	Hold	2,730	–	–	0.15%	73
2021 Q2	$638K	Hold	2,730	–	–	0.17%	72
2021 Q1	$578K	Hold	2,730	–	–	0.16%	73
2020 Q4	$597K	Buy	+2,730	New	+$559K	0.2%	75

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

Elk River Wealth Management's V Position: Q2 2026 in Review

Elk River Wealth Management held its Visa (V) position steady in Q2 2026 at 2,728 shares worth $936K. The position accounts for 0.15% of the portfolio, ranked #62.

Elk River Wealth Management first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $967K in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

Elk River Wealth Management held 2,728 shares of Visa worth $936K as of Q2 2026.
Elk River Wealth Management left its Visa share count unchanged in Q2 2026.
Visa made up 0.15% of Elk River Wealth Management's portfolio in Q2 2026, its #62 holding.
Elk River Wealth Management first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
Elk River Wealth Management's Visa position peaked at $967K in Q2 2025.
4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.