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 Q2	$249K	Buy	725 +186	+35%	+$59.7K	0.04%	111
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

High Note Wealth's V Position: Q2 2026 in Review

High Note Wealth increased its Visa (V) stake by 35% in Q2 2026, buying an estimated $59.7K and bringing the position to 725 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #111.

High Note Wealth first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

High Note Wealth held 725 shares of Visa worth $249K as of Q2 2026.
High Note Wealth bought 186 Visa shares in Q2 2026, an estimated $59.7K.
Visa made up 0.04% of High Note Wealth's portfolio in Q2 2026, its #111 holding.
High Note Wealth first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.