FWM
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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
Q1 		– Sell
-3,600
Closed -$3.08K – 1153
2022
Q4 		$3.08K Buy
+3,600
New +$726K ﹤0.01% 741

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

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.