EWM
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EPG Wealth Management’s Visa V Stock Holding History

EPG 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 		$2.93M Sell
8,543
-133
-2% -$42.7K 0.7% 35
2026
Q1 		$2.62M Buy
8,676
+193
+2% +$62.1K 0.71% 37
2025
Q4 		$2.97M Buy
8,483
+342
+4% +$117K 0.8% 31
2025
Q3 		$2.78M Buy
8,141
+685
+9% +$237K 0.77% 34
2025
Q2 		$2.65M Buy
7,456
+213
+3% +$74.2K 0.79% 28
2025
Q1 		$2.54M Buy
7,243
+995
+16% +$337K 0.71% 28
2024
Q4 		$1.97M Sell
6,248
-452
-7% -$136K 0.52% 45
2024
Q3 		$1.84M Buy
+6,700
New +$1.81M 0.46% 55
2024
Q2 		– Sell
-6,897
Closed -$1.89M – 49
2024
Q1 		$1.92M Buy
6,897
+221
+3% +$61K 0.47% 53
2023
Q4 		$1.84M Buy
6,676
+287
+4% +$70.7K 0.48% 52
2023
Q3 		$1.47M Buy
6,389
+430
+7% +$103K 0.44% 55
2023
Q2 		$1.42M Buy
5,959
+252
+4% +$57.7K 0.42% 59
2023
Q1 		$1.29M Buy
5,707
+1,384
+32% +$308K 0.41% 66
2022
Q4 		$898K Sell
4,323
-186
-4% -$37.5K 0.34% 70
2022
Q3 		$801K Buy
4,509
+215
+5% +$43.8K 0.33% 73
2022
Q2 		$845K Sell
4,294
-287
-6% -$59.3K 0.36% 64
2022
Q1 		$1.02M Buy
4,581
+1,329
+41% +$287K 0.35% 62
2021
Q4 		$705K Buy
3,252
+242
+8% +$52K 0.25% 81
2021
Q3 		$671K Buy
3,010
+64
+2% +$15K 0.27% 80
2021
Q2 		$689K Buy
2,946
+4
+0.1% +$914 0.29% 82
2021
Q1 		$623K Buy
2,942
+267
+10% +$56.2K 0.3% 75
2020
Q4 		$585K Buy
2,675
+171
+7% +$35K 0.35% 62
2020
Q3 		$501K Buy
2,504
+189
+8% +$37.8K 0.37% 59
2020
Q2 		$447K Sell
2,315
-1,981
-46% -$362K 0.32% 78
2020
Q1 		$692K Buy
4,296
+1,390
+48% +$262K 0.51% 51
2019
Q4 		$546K Buy
+2,906
New +$524K 0.4% 46

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

EPG Wealth Management's V Position: Q2 2026 in Review

EPG Wealth Management reduced its Visa (V) stake by 1.5% in Q2 2026, selling an estimated $42.7K and leaving 8,543 shares worth $2.93M. The position accounts for 0.7% of the portfolio, ranked #35.

EPG Wealth Management first reported a position in V in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.97M in Q4 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • EPG Wealth Management held 8,543 shares of Visa worth $2.93M as of Q2 2026.
  • EPG Wealth Management sold 133 Visa shares in Q2 2026, an estimated $42.7K.
  • Visa made up 0.7% of EPG Wealth Management's portfolio in Q2 2026, its #35 holding.
  • EPG Wealth Management first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • EPG Wealth Management's Visa position peaked at $2.97M in Q4 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.