Focused Wealth Management’s Visa V Stock Holding History

Focused 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
2023 Q3	–	Sell	-2,000	Closed	-$10.2K	–	1112
2023 Q2	$10.2K	Buy	+2,000	New	+$458K	﹤0.01%	541
2023 Q1	–	Sell	-3,600	Closed	-$10.3K	–	1152
2022 Q4	$10.3K	Buy	+3,600	New	+$726K	﹤0.01%	526
2021 Q4	–	Sell	-6,000	Closed	-$7K	–	1107
2021 Q3	$7K	Buy	+6,000	New	+$1.41M	﹤0.01%	670
2019 Q3	–	Sell	-4,000	Closed	-$23K	–	779
2019 Q2	$23K	Buy	+4,000	New	+$655K	0.01%	402

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Focused Wealth Management increased its Visa (V) stake by 112% in Q1 2026, buying an estimated $600K and bringing the position to 3,538 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #78.

Focused Wealth Management first reported a position in V in Q4 2015 and has held it in 42 quarters since. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Focused Wealth Management held 3,538 shares of Visa worth $1.07M as of Q1 2026.
Focused Wealth Management bought 1,866 Visa shares in Q1 2026, an estimated $600K.
Visa made up 0.11% of Focused Wealth Management's portfolio in Q1 2026, its #78 holding.
Focused Wealth Management first reported a position in Visa in Q4 2015 and has held it in 42 quarters since.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.