ForthRight Wealth Management’s Visa V Stock Holding History

ForthRight 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	$2.97M	Hold	8,669	–	–	0.76%	19
2026 Q1	$2.62M	Sell	8,669 -5	-0.1%	-$1.61K	0.74%	19
2025 Q4	$3.04M	Buy	8,674 +1	+0%	+$341	0.87%	19
2025 Q3	$2.96M	Buy	8,673 +22	+0.3%	+$7.61K	0.86%	19
2025 Q2	$3.07M	Hold	8,651	–	–	0.96%	19
2025 Q1	$3.03M	Hold	8,651	–	–	1.01%	17
2024 Q4	$2.73M	Sell	8,651 -26	-0.3%	-$7.82K	0.91%	19
2024 Q3	$2.39M	Buy	8,677 +236	+3%	+$63.8K	0.79%	21
2024 Q2	$2.22M	Hold	8,441	–	–	0.8%	23
2024 Q1	$2.36M	Sell	8,441 -356	-4%	-$98.3K	0.85%	22
2023 Q4	$2.29M	Sell	8,797 -956	-10%	-$236K	0.89%	22
2023 Q3	$2.24M	Hold	9,753	–	–	0.97%	20
2023 Q2	$2.32M	Hold	9,753	–	–	0.97%	20
2023 Q1	$2.2M	Hold	9,753	–	–	1.01%	18
2022 Q4	$2.03M	Buy	9,753 +150	+2%	+$30.3K	1.04%	20
2022 Q3	$1.71M	Hold	9,603	–	–	1%	18
2022 Q2	$1.89M	Hold	9,603	–	–	1.05%	17
2022 Q1	$2.13M	Hold	9,603	–	–	1.1%	16
2021 Q4	$2.08M	Sell	9,603 -40	-0.4%	-$8.59K	1.14%	17
2021 Q3	$2.15M	Hold	9,643	–	–	1.3%	14
2021 Q2	$2.25M	Hold	9,643	–	–	1.43%	13
2021 Q1	$2.04M	Buy	+9,643	New	+$2.03M	1.39%	13

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

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

ForthRight Wealth Management held its Visa (V) position steady in Q2 2026 at 8,669 shares worth $2.97M. The position accounts for 0.76% of the portfolio, ranked #19.

ForthRight Wealth Management first reported a position in V in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.07M in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

ForthRight Wealth Management held 8,669 shares of Visa worth $2.97M as of Q2 2026.
ForthRight Wealth Management left its Visa share count unchanged in Q2 2026.
Visa made up 0.76% of ForthRight Wealth Management's portfolio in Q2 2026, its #19 holding.
ForthRight Wealth Management first reported a position in Visa in Q1 2021 and has held it in 22 quarters since.
ForthRight Wealth Management's Visa position peaked at $3.07M in Q2 2025.
4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.