HWM
V icon

Heirloom Wealth Management’s Visa V Stock Holding History

Heirloom 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 		$36.6M Buy
106,547
+13,913
+15% +$4.47M 5.3% 4
2026
Q1 		$28M Buy
92,634
+13,401
+17% +$4.31M 5.04% 4
2025
Q4 		$27.8M Buy
79,233
+9,936
+14% +$3.39M 6.42% 4
2025
Q3 		$23.7M Buy
69,297
+471
+0.7% +$163K 5.72% 6
2025
Q2 		$24.4M Sell
68,826
-197
-0.3% -$68.7K 6.45% 5
2025
Q1 		$24.2M Sell
69,023
-4,393
-6% -$1.49M 6.94% 3
2024
Q4 		$23.2M Buy
73,416
+4,806
+7% +$1.45M 6.96% 3
2024
Q3 		$18.9M Buy
68,610
+1,161
+2% +$314K 5.88% 6
2024
Q2 		$17.7M Sell
67,449
-1,010
-1% -$277K 5.74% 7
2024
Q1 		$19.1M Sell
68,459
-1,260
-2% -$348K 6.51% 5
2023
Q4 		$18.2M Buy
69,719
+986
+1% +$243K 6.97% 5
2023
Q3 		$15.8M Sell
68,733
-2,109
-3% -$507K 7.03% 4
2023
Q2 		$16.8M Buy
70,842
+1,992
+3% +$456K 7.31% 3
2023
Q1 		$15.5M Buy
68,850
+10,089
+17% +$2.25M 7.41% 4
2022
Q4 		$12.2M Buy
+58,761
New +$11.9M 7.6% 1
2022
Q2 		$11.4M Buy
54,457
+3,576
+7% +$739K 9.37% 1
2022
Q1 		$10.1M Sell
50,881
-2,377
-4% -$514K 7.05% 2
2021
Q4 		$10.8M Buy
+53,258
New +$11.4M 9.22% 2

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

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

Heirloom Wealth Management increased its Visa (V) stake by 15% in Q2 2026, buying an estimated $4.47M and bringing the position to 106,547 shares worth $36.6M. The position accounts for 5.3% of the portfolio, ranked #4.

Heirloom Wealth Management first reported a position in V in Q4 2021 and has held it in 18 quarters since. 4,573 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Heirloom Wealth Management held 106,547 shares of Visa worth $36.6M as of Q2 2026.
  • Heirloom Wealth Management bought 13,913 Visa shares in Q2 2026, an estimated $4.47M.
  • Visa made up 5.3% of Heirloom Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Heirloom Wealth Management first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • 4,573 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.