EWM
V icon

Evolution Wealth Management’s Visa V Stock Holding History

Evolution 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 		$109K Buy
318
+64
+25% +$20.5K 0.06% 197
2026
Q1 		$76.8K Buy
254
+183
+258% +$58.8K 0.06% 204
2025
Q4 		$24.9K Sell
71
-10
-12% -$3.41K 0.02% 332
2025
Q3 		$27.7K Buy
81
+27
+50% +$9.35K 0.03% 263
2025
Q2 		$19.2K Buy
+54
New +$18.8K 0.02% 288

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

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

Evolution Wealth Management increased its Visa (V) stake by 25% in Q2 2026, buying an estimated $20.5K and bringing the position to 318 shares worth $109K. The position accounts for 0.06% of the portfolio, ranked #197.

Evolution Wealth Management first reported a position in V in Q2 2025 and has held it in 5 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Evolution Wealth Management held 318 shares of Visa worth $109K as of Q2 2026.
  • Evolution Wealth Management bought 64 Visa shares in Q2 2026, an estimated $20.5K.
  • Visa made up 0.06% of Evolution Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Evolution Wealth Management first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.