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Flywheel Private Wealth’s Visa V Stock Holding History

Flywheel 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 		$270K Hold
786
– – 0.13% 89
2026
Q1 		$238K Hold
786
– – 0.14% 95
2025
Q4 		$276K Hold
786
– – 0.17% 68
2025
Q3 		$268K Hold
786
– – 0.21% 67
2025
Q2 		$279K Sell
786
-246
-24% -$85.7K 0.22% 62
2025
Q1 		$362K Hold
1,032
– – 0.33% 49
2024
Q4 		$326K Buy
+1,032
New +$310K 0.3% 55

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

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

Flywheel Private Wealth held its Visa (V) position steady in Q2 2026 at 786 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #89.

Flywheel Private Wealth first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $362K in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Flywheel Private Wealth held 786 shares of Visa worth $270K as of Q2 2026.
  • Flywheel Private Wealth left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.13% of Flywheel Private Wealth's portfolio in Q2 2026, its #89 holding.
  • Flywheel Private Wealth first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Flywheel Private Wealth's Visa position peaked at $362K in Q1 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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