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HORAN Wealth’s Visa V Stock Holding History

HORAN 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 		$3.7M Buy
11,977
+429
+4% +$138K 0.35% 51
2025
Q4 		$4.05M Buy
11,548
+280
+2% +$95.4K 0.62% 35
2025
Q3 		$3.85M Buy
11,268
+1,210
+12% +$419K 0.61% 38
2025
Q2 		$3.57M Buy
+10,058
New +$3.51M 1.09% 29

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

HORAN Wealth's V Position: Q1 2026 in Review

HORAN Wealth increased its Visa (V) stake by 3.7% in Q1 2026, buying an estimated $138K and bringing the position to 11,977 shares worth $3.7M. The position accounts for 0.35% of the portfolio, ranked #51.

HORAN Wealth first reported a position in V in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.05M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • HORAN Wealth held 11,977 shares of Visa worth $3.7M as of Q1 2026.
  • HORAN Wealth bought 429 Visa shares in Q1 2026, an estimated $138K.
  • Visa made up 0.35% of HORAN Wealth's portfolio in Q1 2026, its #51 holding.
  • HORAN Wealth first reported a position in Visa in Q2 2025 and has held it in 4 quarters since.
  • HORAN Wealth's Visa position peaked at $4.05M in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.