Foundation Wealth Management (Pennsylvania)’s Visa V Stock Holding History

Foundation Wealth Management (Pennsylvania)’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	$1.76M	Buy	+5,117	New	+$1.64M	0.53%	36

Other funds holding V

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s V Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) opened a new position in Visa (V) in Q2 2026: 5,117 shares worth $1.76M. The stake represents 0.53% of the portfolio and ranks #36 among its holdings.

2,436 funds tracked by Wall St. Rank hold V as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 5,117 shares of Visa worth $1.76M as of Q2 2026.
Visa was a new Foundation Wealth Management (Pennsylvania) position in Q2 2026.
Visa made up 0.53% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #36 holding.
2,436 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.