FWM
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Finer Wealth Management’s Visa V Stock Holding History

Finer 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
Q1 		$228K Hold
754
– – 0.11% 83
2025
Q4 		$264K Sell
754
-89
-11% -$30.3K 0.13% 74
2025
Q3 		$288K Sell
843
-65
-7% -$22.5K 0.14% 71
2025
Q2 		$322K Sell
908
-207
-19% -$72.2K 0.17% 71
2025
Q1 		$391K Sell
1,115
-22
-2% -$7.44K 0.23% 62
2024
Q4 		$359K Sell
1,137
-168
-13% -$50.5K 0.21% 68
2024
Q3 		$359K Sell
1,305
-563
-30% -$152K 0.22% 66
2024
Q2 		$490K Sell
1,868
-495
-21% -$136K 0.32% 54
2024
Q1 		$660K Sell
2,363
-990
-30% -$273K 0.43% 46
2023
Q4 		$873K Sell
3,353
-1,427
-30% -$352K 0.65% 38
2023
Q3 		$1.1M Sell
4,780
-1,716
-26% -$412K 0.88% 32
2023
Q2 		$1.54M Buy
6,496
+197
+3% +$45.1K 1.21% 28
2023
Q1 		$1.42M Sell
6,299
-5
-0.1% -$1.11K 1.2% 29
2022
Q4 		$1.31M Sell
6,304
-440
-7% -$88.7K 1.23% 29
2022
Q3 		$1.2M Buy
6,744
+135
+2% +$27.5K 1.18% 29
2022
Q2 		$1.3M Sell
6,609
-27
-0.4% -$5.58K 1.19% 29
2022
Q1 		$1.47M Buy
6,636
+96
+1% +$20.8K 1.2% 28
2021
Q4 		$1.42M Buy
+6,540
New +$1.4M 1.18% 27

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Finer Wealth Management's V Position: Q1 2026 in Review

Finer Wealth Management held its Visa (V) position steady in Q1 2026 at 754 shares worth $228K. The position accounts for 0.11% of the portfolio, ranked #83.

Finer Wealth Management first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.54M in Q2 2023. 4,449 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Finer Wealth Management held 754 shares of Visa worth $228K as of Q1 2026.
  • Finer Wealth Management left its Visa share count unchanged in Q1 2026.
  • Visa made up 0.11% of Finer Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Finer Wealth Management first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's Visa position peaked at $1.54M in Q2 2023.
  • 4,449 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.