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Fonville Wealth Management’s Visa V Stock Holding History

Fonville 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 		$619K Buy
1,804
+139
+8% +$44.6K 0.1% 82
2026
Q1 		$503K Buy
1,665
+29
+2% +$9.32K 0.1% 88
2025
Q4 		$574K Buy
1,636
+95
+6% +$32.4K 0.12% 84
2025
Q3 		$526K Sell
1,541
-20
-1% -$6.92K 0.12% 86
2025
Q2 		$554K Buy
1,561
+350
+29% +$122K 0.14% 77
2025
Q1 		$423K Buy
+1,211
New +$410K 0.12% 79

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

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

Fonville Wealth Management increased its Visa (V) stake by 8.3% in Q2 2026, buying an estimated $44.6K and bringing the position to 1,804 shares worth $619K. The position accounts for 0.1% of the portfolio, ranked #82.

Fonville Wealth Management first reported a position in V in Q1 2025 and has held it in 6 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Fonville Wealth Management held 1,804 shares of Visa worth $619K as of Q2 2026.
  • Fonville Wealth Management bought 139 Visa shares in Q2 2026, an estimated $44.6K.
  • Visa made up 0.1% of Fonville Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Fonville Wealth Management first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.