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Frederick Financial Consultants’s Visa V Stock Holding History

Frederick Financial Consultants’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 		$340K Sell
992
-28
-3% -$8.99K 0.14% 79
2026
Q1 		$308K Sell
1,020
-578
-36% -$186K 0.15% 78
2025
Q4 		$560K Buy
1,598
+31
+2% +$10.6K 0.31% 53
2025
Q3 		$535K Buy
1,567
+6
+0.4% +$2.08K 0.3% 53
2025
Q2 		$554K Sell
1,561
-12
-0.8% -$4.18K 0.34% 50
2025
Q1 		$551K Buy
1,573
+78
+5% +$26.4K 0.4% 46
2024
Q4 		$473K Buy
+1,495
New +$450K 0.38% 45

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

Frederick Financial Consultants's V Position: Q2 2026 in Review

Frederick Financial Consultants reduced its Visa (V) stake by 2.7% in Q2 2026, selling an estimated $8.99K and leaving 992 shares worth $340K. The position accounts for 0.14% of the portfolio, ranked #79.

Frederick Financial Consultants first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $560K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Frederick Financial Consultants held 992 shares of Visa worth $340K as of Q2 2026.
  • Frederick Financial Consultants sold 28 Visa shares in Q2 2026, an estimated $8.99K.
  • Visa made up 0.14% of Frederick Financial Consultants's portfolio in Q2 2026, its #79 holding.
  • Frederick Financial Consultants first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Frederick Financial Consultants's Visa position peaked at $560K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.