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Fourth Dimension Wealth’s Visa V Stock Holding History

Fourth Dimension Wealth’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 		$343K Buy
999
+50
+5% +$16.1K 0.11% 126
2026
Q1 		$287K Sell
949
-130
-12% -$41.8K 0.11% 116
2025
Q4 		$379K Buy
1,079
+200
+23% +$68.1K 0.14% 92
2025
Q3 		$300K Hold
879
– – 0.11% 102
2025
Q2 		$312K Sell
879
-30
-3% -$10.5K 0.13% 92
2025
Q1 		$319K Hold
909
– – 0.15% 88
2024
Q4 		$287K Buy
+909
New +$273K 0.15% 82

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

Fourth Dimension Wealth's V Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Visa (V) stake by 5.3% in Q2 2026, buying an estimated $16.1K and bringing the position to 999 shares worth $343K. The position accounts for 0.11% of the portfolio, ranked #126.

Fourth Dimension Wealth first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $379K in Q4 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Fourth Dimension Wealth held 999 shares of Visa worth $343K as of Q2 2026.
  • Fourth Dimension Wealth bought 50 Visa shares in Q2 2026, an estimated $16.1K.
  • Visa made up 0.11% of Fourth Dimension Wealth's portfolio in Q2 2026, its #126 holding.
  • Fourth Dimension Wealth first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Visa position peaked at $379K in Q4 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.