GWM
V icon

Greenline Wealth Management’s Visa V Stock Holding History

Greenline 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 		$312K Sell
910
-204
-18% -$65.5K 0.26% 83
2026
Q1 		$337K Buy
1,114
+485
+77% +$156K 0.39% 59
2025
Q4 		$220K Buy
+629
New +$214K 0.23% 73

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

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

Greenline Wealth Management reduced its Visa (V) stake by 18% in Q2 2026, selling an estimated $65.5K and leaving 910 shares worth $312K. The position accounts for 0.26% of the portfolio, ranked #83.

Greenline Wealth Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $337K in Q1 2026. 4,553 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Greenline Wealth Management held 910 shares of Visa worth $312K as of Q2 2026.
  • Greenline Wealth Management sold 204 Visa shares in Q2 2026, an estimated $65.5K.
  • Visa made up 0.26% of Greenline Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Greenline Wealth Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Greenline Wealth Management's Visa position peaked at $337K in Q1 2026.
  • 4,553 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.