Foguth Wealth Management’s Visa V Stock Holding History

Foguth 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	$326K	Buy	905 +123	+16%	+$39.5K	0.04%	161
2026 Q1	$255K	Buy	782 +5	+0.6%	+$1.61K	0.03%	183
2025 Q4	$269K	Buy	+777	New	+$265K	0.04%	139
2025 Q2	–	Sell	-669	Closed	-$235K	–	161
2025 Q1	$235K	Sell	669 -200	-23%	-$67.7K	0.06%	134
2024 Q4	$287K	Buy	869 +60	+7%	+$18K	0.08%	117
2024 Q3	$223K	Sell	809 -606	-43%	-$164K	0.08%	123
2024 Q2	$372K	Buy	1,415 +369	+35%	+$101K	0.16%	78
2024 Q1	$292K	Buy	+1,046	New	+$289K	0.16%	102

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Foguth Wealth Management increased its Visa (V) stake by 16% in Q2 2026, buying an estimated $39.5K and bringing the position to 905 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #161.

Foguth Wealth Management first reported a position in V in Q1 2024 and has held it in 8 quarters since. The position peaked at $372K in Q2 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Foguth Wealth Management held 905 shares of Visa worth $326K as of Q2 2026.
Foguth Wealth Management bought 123 Visa shares in Q2 2026, an estimated $39.5K.
Visa made up 0.04% of Foguth Wealth Management's portfolio in Q2 2026, its #161 holding.
Foguth Wealth Management first reported a position in Visa in Q1 2024 and has held it in 8 quarters since.
Foguth Wealth Management's Visa position peaked at $372K in Q2 2024.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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