EPW
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Endeavor Private Wealth’s Visa V Stock Holding History

Endeavor Private Wealth’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 		$804K Buy
2,345
+488
+26% +$157K 0.2% 96
2026
Q1 		$561K Buy
1,857
+20
+1% +$6.43K 0.16% 115
2025
Q4 		$644K Buy
1,837
+468
+34% +$159K 0.18% 103
2025
Q3 		$467K Buy
1,369
+68
+5% +$23.5K 0.14% 118
2025
Q2 		$462K Sell
1,301
-81
-6% -$28.2K 0.22% 83
2025
Q1 		$484K Buy
1,382
+522
+61% +$177K 0.26% 78
2024
Q4 		$272K Buy
+860
New +$259K 0.26% 55

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

Endeavor Private Wealth's V Position: Q2 2026 in Review

Endeavor Private Wealth increased its Visa (V) stake by 26% in Q2 2026, buying an estimated $157K and bringing the position to 2,345 shares worth $804K. The position accounts for 0.2% of the portfolio, ranked #96.

Endeavor Private Wealth first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,581 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Endeavor Private Wealth held 2,345 shares of Visa worth $804K as of Q2 2026.
  • Endeavor Private Wealth bought 488 Visa shares in Q2 2026, an estimated $157K.
  • Visa made up 0.2% of Endeavor Private Wealth's portfolio in Q2 2026, its #96 holding.
  • Endeavor Private Wealth first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,581 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.