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Horizon Wealth Management’s Visa V Stock Holding History

Horizon 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 		$338K Buy
986
+5
+0.5% +$1.6K 0.04% 113
2026
Q1 		$296K Buy
981
+1
+0.1% +$322 0.04% 109
2025
Q4 		$344K Buy
980
+1
+0.1% +$341 0.05% 94
2025
Q3 		$334K Buy
979
+57
+6% +$19.7K 0.05% 92
2025
Q2 		$327K Sell
922
-153
-14% -$53.3K 0.06% 76
2025
Q1 		$377K Buy
1,075
+156
+17% +$52.8K 0.06% 67
2024
Q4 		$290K Buy
919
+14
+2% +$4.21K 0.05% 73
2024
Q3 		$249K Hold
905
– – 0.05% 71
2024
Q2 		$237K Sell
905
-499
-36% -$137K 0.06% 64
2024
Q1 		$392K Buy
1,404
+243
+21% +$67.1K 0.1% 51
2023
Q4 		$302K Buy
1,161
+68
+6% +$16.8K 0.08% 54
2023
Q3 		$251K Hold
1,093
– – 0.1% 60
2023
Q2 		$260K Buy
1,093
+71
+7% +$16.3K 0.1% 63
2023
Q1 		$230K Sell
1,022
-101
-9% -$22.5K 0.17% 65
2022
Q4 		$233K Sell
1,123
-167
-13% -$33.7K 0.19% 59
2022
Q3 		$229K Sell
1,290
-670
-34% -$136K 0.17% 56
2022
Q2 		$386K Buy
1,960
+381
+24% +$78.7K 0.16% 60
2022
Q1 		$350K Buy
1,579
+1
+0.1% +$216 0.11% 72
2021
Q4 		$342K Buy
+1,578
New +$339K 0.1% 78

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

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

Horizon Wealth Management increased its Visa (V) stake by 0.51% in Q2 2026, buying an estimated $1.6K and bringing the position to 986 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #113.

Horizon Wealth Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $392K in Q1 2024. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Horizon Wealth Management held 986 shares of Visa worth $338K as of Q2 2026.
  • Horizon Wealth Management bought 5 Visa shares in Q2 2026, an estimated $1.6K.
  • Visa made up 0.04% of Horizon Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Horizon Wealth Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Horizon Wealth Management's Visa position peaked at $392K in Q1 2024.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.