Evergreen Private Wealth’s Visa V Stock Holding History

Evergreen 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	$179K	Hold	520	–	–	0.07%	69
2026 Q1	$157K	Buy	520 +5	+1%	+$1.61K	0.06%	74
2025 Q4	$181K	Sell	515 -9	-2%	-$3.07K	0.07%	68
2025 Q3	$179K	Sell	524 -20	-4%	-$6.92K	0.07%	68
2025 Q2	$193K	Sell	544 -124	-19%	-$43.2K	0.08%	67
2025 Q1	$234K	Hold	668	–	–	0.11%	64
2024 Q4	$211K	Buy	668 +2	+0.3%	+$601	0.1%	65
2024 Q3	$183K	Buy	666 +5	+0.8%	+$1.35K	0.08%	71
2024 Q2	$174K	Sell	661 -41	-6%	-$11.2K	0.09%	71
2024 Q1	$196K	Sell	702 -9	-1%	-$2.48K	0.1%	73
2023 Q4	$185K	Buy	+711	New	+$175K	0.1%	67

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

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

Evergreen Private Wealth held its Visa (V) position steady in Q2 2026 at 520 shares worth $179K. The position accounts for 0.07% of the portfolio, ranked #69.

Evergreen Private Wealth first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $234K in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Evergreen Private Wealth held 520 shares of Visa worth $179K as of Q2 2026.
Evergreen Private Wealth left its Visa share count unchanged in Q2 2026.
Visa made up 0.07% of Evergreen Private Wealth's portfolio in Q2 2026, its #69 holding.
Evergreen Private Wealth first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
Evergreen Private Wealth's Visa position peaked at $234K in Q1 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.