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 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 $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

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

ForthRight Wealth Management reduced its Visa (V) stake by 0.06% in Q1 2026, selling an estimated $1.61K and leaving 8,669 shares worth $2.62M. The position accounts for 0.74% of the portfolio, ranked #19.

ForthRight Wealth Management first reported a position in V in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.07M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

ForthRight Wealth Management held 8,669 shares of Visa worth $2.62M as of Q1 2026.
ForthRight Wealth Management sold 5 Visa shares in Q1 2026, an estimated $1.61K.
Visa made up 0.74% of ForthRight Wealth Management's portfolio in Q1 2026, its #19 holding.
ForthRight Wealth Management first reported a position in Visa in Q1 2021 and has held it in 21 quarters since.
ForthRight Wealth Management's Visa position peaked at $3.07M in Q2 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on ForthRight Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.