HWM
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HFR Wealth Management’s Visa V Stock Holding History

HFR 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 		$15.3M Sell
44,666
-621
-1% -$199K 3.74% 8
2026
Q1 		$13.7M Sell
45,287
-754
-2% -$242K 3.36% 10
2025
Q4 		$16.1M Buy
46,041
+121
+0.3% +$41.2K 3.81% 8
2025
Q3 		$15.7M Buy
45,920
+68
+0.1% +$23.5K 3.59% 10
2025
Q2 		$16.3M Buy
45,852
+22
+0% +$7.67K 3.93% 8
2025
Q1 		$16.1M Sell
45,830
-482
-1% -$163K 3.91% 6
2024
Q4 		$14.6M Sell
46,312
-121
-0.3% -$36.4K 3.62% 9
2024
Q3 		$12.8M Buy
46,433
+465
+1% +$126K 3.1% 12
2024
Q2 		$12.1M Buy
45,968
+177
+0.4% +$48.5K 3.07% 13
2024
Q1 		$12.8M Buy
45,791
+128
+0.3% +$35.3K 3.23% 10
2023
Q4 		$11.9M Buy
45,663
+399
+0.9% +$98.3K 3.22% 10
2023
Q3 		$10.4M Sell
45,264
-750
-2% -$180K 3.05% 8
2023
Q2 		$10.9M Sell
46,014
-16
-0% -$3.66K 3.04% 8
2023
Q1 		$10.4M Sell
46,030
-165
-0.4% -$36.7K 2.95% 12
2022
Q4 		$9.6M Buy
46,195
+346
+0.8% +$69.8K 2.79% 15
2022
Q3 		$8.14M Sell
45,849
-1,863
-4% -$379K 2.66% 22
2022
Q2 		$9.39M Buy
47,712
+612
+1% +$126K 2.84% 11
2022
Q1 		$10.4M Buy
47,100
+493
+1% +$107K 2.76% 14
2021
Q4 		$10.1M Buy
46,607
+865
+2% +$186K 2.53% 21
2021
Q3 		$10.2M Buy
45,742
+1,260
+3% +$295K 2.97% 10
2021
Q2 		$10.4M Buy
+44,482
New +$10.2M 3.13% 7

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

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

HFR Wealth Management reduced its Visa (V) stake by 1.4% in Q2 2026, selling an estimated $199K and leaving 44,666 shares worth $15.3M. The position accounts for 3.74% of the portfolio, ranked #8.

HFR Wealth Management first reported a position in V in Q2 2021 and has held it in 21 quarters since. The position peaked at $16.3M in Q2 2025. 4,540 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • HFR Wealth Management held 44,666 shares of Visa worth $15.3M as of Q2 2026.
  • HFR Wealth Management sold 621 Visa shares in Q2 2026, an estimated $199K.
  • Visa made up 3.74% of HFR Wealth Management's portfolio in Q2 2026, its #8 holding.
  • HFR Wealth Management first reported a position in Visa in Q2 2021 and has held it in 21 quarters since.
  • HFR Wealth Management's Visa position peaked at $16.3M in Q2 2025.
  • 4,540 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.