EW
V icon

Enzi Wealth’s Visa V Stock Holding History

Enzi 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 		$290K Buy
814
+28
+4% +$8.99K 0.09% 57
2026
Q1 		$237K Buy
786
+5
+0.6% +$1.61K 0.08% 63
2025
Q4 		$257K Sell
781
-34
-4% -$11.6K 0.09% 63
2025
Q3 		$273K Buy
815
+29
+4% +$10K 0.1% 56
2025
Q2 		$273K Sell
786
-34
-4% -$11.9K 0.1% 58
2025
Q1 		$275K Buy
820
+59
+8% +$20K 0.11% 52
2024
Q4 		$246K Buy
761
+24
+3% +$7.22K 0.09% 62
2024
Q3 		$207K Buy
+737
New +$199K 0.08% 66
2023
Q4 		– Sell
-1,152
Closed -$274K – 60
2023
Q3 		$274K Sell
1,152
-90
-7% -$21.6K 0.15% 45
2023
Q2 		$302K Sell
1,242
-254
-17% -$58.1K 0.15% 46
2023
Q1 		$349K Sell
1,496
-60
-4% -$13.4K 0.18% 48
2022
Q4 		$348K Hold
1,556
– – 0.17% 55
2022
Q3 		$319K Buy
+1,556
New +$317K 0.16% 57

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

Enzi Wealth's V Position: Q2 2026 in Review

Enzi Wealth increased its Visa (V) stake by 3.6% in Q2 2026, buying an estimated $8.99K and bringing the position to 814 shares worth $290K. The position accounts for 0.09% of the portfolio, ranked #57.

Enzi Wealth first reported a position in V in Q3 2022 and has held it in 13 quarters since. The position peaked at $349K in Q1 2023. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Enzi Wealth held 814 shares of Visa worth $290K as of Q2 2026.
  • Enzi Wealth bought 28 Visa shares in Q2 2026, an estimated $8.99K.
  • Visa made up 0.09% of Enzi Wealth's portfolio in Q2 2026, its #57 holding.
  • Enzi Wealth first reported a position in Visa in Q3 2022 and has held it in 13 quarters since.
  • Enzi Wealth's Visa position peaked at $349K in Q1 2023.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.