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High Note Wealth’s Visa V Stock Holding History

High Note Wealth’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 		$163K Buy
539
+42
+8% +$13.5K 0.03% 119
2025
Q4 		$174K Buy
497
+23
+5% +$7.84K 0.03% 114
2025
Q3 		$162K Buy
474
+30
+7% +$10.4K 0.03% 115
2025
Q2 		$158K Hold
444
– – 0.04% 113
2025
Q1 		$156K Hold
444
– – 0.04% 107
2024
Q4 		$140K Buy
+444
New +$134K 0.04% 113

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

High Note Wealth's V Position: Q1 2026 in Review

High Note Wealth increased its Visa (V) stake by 8.5% in Q1 2026, buying an estimated $13.5K and bringing the position to 539 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #119.

High Note Wealth first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $174K in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • High Note Wealth held 539 shares of Visa worth $163K as of Q1 2026.
  • High Note Wealth bought 42 Visa shares in Q1 2026, an estimated $13.5K.
  • Visa made up 0.03% of High Note Wealth's portfolio in Q1 2026, its #119 holding.
  • High Note Wealth first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Visa position peaked at $174K in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.