Forza Wealth Management’s Visa V Stock Holding History

Forza 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	$346K	Hold	1,008	–	–	0.11%	161
2026 Q1	$305K	Hold	1,008	–	–	0.11%	157
2025 Q4	$354K	Hold	1,008	–	–	0.13%	152
2025 Q3	$344K	Hold	1,008	–	–	0.13%	148
2025 Q2	$358K	Sell	1,008 -156	-13%	-$54.4K	0.15%	143
2025 Q1	$408K	Hold	1,164	–	–	0.18%	125
2024 Q4	$368K	Buy	1,164 +33	+3%	+$9.92K	0.17%	136
2024 Q3	$311K	Buy	1,131 +85	+8%	+$23K	0.14%	148
2024 Q2	$275K	Buy	1,046 +39	+4%	+$10.7K	0.14%	148
2024 Q1	$281K	Hold	1,007	–	–	0.15%	144
2023 Q4	$262K	Sell	1,007 -2,300	-70%	-$567K	0.14%	145
2023 Q3	$761K	Hold	3,307	–	–	0.39%	77
2023 Q2	$785K	Hold	3,307	–	–	0.4%	82
2023 Q1	$746K	Buy	+3,307	New	+$736K	0.38%	81

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

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

Forza Wealth Management held its Visa (V) position steady in Q2 2026 at 1,008 shares worth $346K. The position accounts for 0.11% of the portfolio, ranked #161.

Forza Wealth Management first reported a position in V in Q1 2023 and has held it in 14 quarters since. The position peaked at $785K in Q2 2023. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Forza Wealth Management held 1,008 shares of Visa worth $346K as of Q2 2026.
Forza Wealth Management left its Visa share count unchanged in Q2 2026.
Visa made up 0.11% of Forza Wealth Management's portfolio in Q2 2026, its #161 holding.
Forza Wealth Management first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
Forza Wealth Management's Visa position peaked at $785K in Q2 2023.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.