Horst & Graben Wealth Management’s Visa V Stock Holding History

Horst & Graben 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	$336K	Buy	957 +60	+7%	+$19.3K	0.04%	151
2026 Q1	$278K	Sell	897 -176	-16%	-$56.6K	0.04%	162
2025 Q4	$376K	Sell	1,073 -10	-0.9%	-$3.41K	0.06%	125
2025 Q3	$370K	Sell	1,083 -6	-0.6%	-$2.08K	0.06%	126
2025 Q2	$387K	Buy	1,089 +63	+6%	+$22K	0.06%	117
2025 Q1	$360K	Buy	1,026 +91	+10%	+$30.8K	0.06%	115
2024 Q4	$296K	Sell	935 -84	-8%	-$25.3K	0.05%	120
2024 Q3	$280K	Hold	1,019	–	–	0.05%	119
2024 Q2	$267K	Buy	1,019 +1	+0.1%	+$274	0.05%	118
2024 Q1	$284K	Buy	1,018 +1	+0.1%	+$276	0.06%	116
2023 Q4	$265K	Hold	1,017	–	–	0.06%	111
2023 Q3	$234K	Buy	1,017 +1	+0.1%	+$240	0.06%	118
2023 Q2	$241K	Buy	1,016 +1	+0.1%	+$229	0.06%	114
2023 Q1	$229K	Buy	1,015 +1	+0.1%	+$223	0.06%	117
2022 Q4	$211K	Buy	+1,014	New	+$204K	0.06%	123

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

Horst & Graben Wealth Management's V Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its Visa (V) stake by 6.7% in Q2 2026, buying an estimated $19.3K and bringing the position to 957 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #151.

Horst & Graben Wealth Management first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $387K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Horst & Graben Wealth Management held 957 shares of Visa worth $336K as of Q2 2026.
Horst & Graben Wealth Management bought 60 Visa shares in Q2 2026, an estimated $19.3K.
Visa made up 0.04% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #151 holding.
Horst & Graben Wealth Management first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
Horst & Graben Wealth Management's Visa position peaked at $387K in Q2 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.