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Heritage Wealth Management (California)’s Visa V Stock Holding History

Heritage Wealth Management (California)’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 		$294K Buy
858
+40
+5% +$12.8K 0.11% 82
2026
Q1 		$247K Hold
818
– – 0.14% 82
2025
Q4 		$287K Buy
818
+5
+0.6% +$1.7K 0.18% 73
2025
Q3 		$278K Buy
813
+28
+4% +$9.69K 0.19% 76
2025
Q2 		$279K Sell
785
-10
-1% -$3.49K 0.19% 70
2025
Q1 		$279K Buy
795
+11
+1% +$3.72K 0.21% 66
2024
Q4 		$248K Buy
+784
New +$236K 0.18% 75

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

Heritage Wealth Management (California)'s V Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Visa (V) stake by 4.9% in Q2 2026, buying an estimated $12.8K and bringing the position to 858 shares worth $294K. The position accounts for 0.11% of the portfolio, ranked #82.

Heritage Wealth Management (California) first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Heritage Wealth Management (California) held 858 shares of Visa worth $294K as of Q2 2026.
  • Heritage Wealth Management (California) bought 40 Visa shares in Q2 2026, an estimated $12.8K.
  • Visa made up 0.11% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #82 holding.
  • Heritage Wealth Management (California) first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.