HTWM
V icon

Hartmann Taylor Wealth Management’s Visa V Stock Holding History

Hartmann Taylor 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
Q1 		$211K Hold
697
– – 0.14% 53
2025
Q4 		$245K Hold
697
– – 0.17% 51
2025
Q3 		$238K Buy
697
+8
+1% +$2.77K 0.17% 48
2025
Q2 		$245K Hold
689
– – 0.2% 47
2025
Q1 		$241K Buy
+689
New +$233K 0.22% 44

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hartmann Taylor Wealth Management's V Position: Q1 2026 in Review

Hartmann Taylor Wealth Management held its Visa (V) position steady in Q1 2026 at 697 shares worth $211K. The position accounts for 0.14% of the portfolio, ranked #53.

Hartmann Taylor Wealth Management first reported a position in V in Q1 2025 and has held it in 5 quarters since. The position peaked at $245K in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Hartmann Taylor Wealth Management held 697 shares of Visa worth $211K as of Q1 2026.
  • Hartmann Taylor Wealth Management left its Visa share count unchanged in Q1 2026.
  • Visa made up 0.14% of Hartmann Taylor Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Hartmann Taylor Wealth Management first reported a position in Visa in Q1 2025 and has held it in 5 quarters since.
  • Hartmann Taylor Wealth Management's Visa position peaked at $245K in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.