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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
Q2 		$235K Sell
685
-69
-9% -$22.2K 0.11% 84
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 $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

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

Finer Wealth Management reduced its Visa (V) stake by 9.2% in Q2 2026, selling an estimated $22.2K and leaving 685 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #84.

Finer Wealth Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.54M in Q2 2023. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Finer Wealth Management held 685 shares of Visa worth $235K as of Q2 2026.
  • Finer Wealth Management sold 69 Visa shares in Q2 2026, an estimated $22.2K.
  • Visa made up 0.11% of Finer Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Finer Wealth Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Finer Wealth Management's Visa position peaked at $1.54M in Q2 2023.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.