HWM
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Hohimer Wealth Management’s Visa V Stock Holding History

Hohimer 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
2021
Q2 		– Sell
-200
Closed -$9K – 212
2021
Q1 		$9K Buy
+200
New +$42.1K ﹤0.01% 199

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

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

Hohimer Wealth Management increased its Visa (V) stake by 2% in Q2 2026, buying an estimated $108K and bringing the position to 16,837 shares worth $5.78M. The position accounts for 0.58% of the portfolio, ranked #42.

Hohimer Wealth Management first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.81M in Q4 2025. 4,585 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Hohimer Wealth Management held 16,837 shares of Visa worth $5.78M as of Q2 2026.
  • Hohimer Wealth Management bought 336 Visa shares in Q2 2026, an estimated $108K.
  • Visa made up 0.58% of Hohimer Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Hohimer Wealth Management first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Hohimer Wealth Management's Visa position peaked at $5.81M in Q4 2025.
  • 4,585 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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