Howard Wealth Management
V icon

Howard Wealth Management’s Visa V Stock Holding History

Howard 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
Q3 		$1.14M Sell
3,182
-49
-2% -$17.9K 0.41% 57
2026
Q2 		$1.11M Sell
3,231
-126
-4% -$40.5K 0.41% 55
2026
Q1 		$1.01M Sell
3,357
-9
-0.3% -$2.89K 0.43% 57
2025
Q4 		$1.18M Sell
3,366
-2,665
-44% -$908K 0.52% 52
2025
Q3 		$2.06M Sell
6,031
-31
-0.5% -$10.7K 0.95% 32
2025
Q2 		$2.15M Buy
6,062
+50
+0.8% +$17.4K 1.09% 26
2025
Q1 		$2.11M Buy
6,012
+60
+1% +$20.3K 1.17% 25
2024
Q4 		$1.88M Buy
5,952
+2,608
+78% +$784K 1.02% 28
2024
Q3 		$919K Sell
3,344
-19
-0.6% -$5.14K 0.54% 53
2024
Q2 		$883K Sell
3,363
-59
-2% -$16.2K 0.7% 39
2024
Q1 		$955K Buy
3,422
+43
+1% +$11.9K 0.78% 33
2023
Q4 		$880K Sell
3,379
-5
-0.1% -$1.23K 0.74% 38
2023
Q3 		$778K Buy
3,384
+1
+0% +$240 0.72% 38
2023
Q2 		$803K Sell
3,383
-630
-16% -$144K 0.7% 38
2023
Q1 		$905K Sell
4,013
-6
-0.1% -$1.34K 0.75% 37
2022
Q4 		$835K Buy
4,019
+38
+1% +$7.66K 0.68% 40
2022
Q3 		$707K Buy
3,981
+25
+0.6% +$5.09K 0.5% 52
2022
Q2 		$778K Sell
3,956
-24
-0.6% -$4.96K 0.82% 28
2022
Q1 		$882K Sell
3,980
-8
-0.2% -$1.73K 0.48% 53
2021
Q4 		$864K Buy
3,988
+1
+0% +$215 0.46% 55
2021
Q3 		$888K Buy
3,987
+3
+0.1% +$703 0.5% 56
2021
Q2 		$931K Sell
3,984
-250
-6% -$57.2K 0.51% 54
2021
Q1 		$896K Sell
4,234
-6
-0.1% -$1.26K 0.52% 55
2020
Q4 		$927K Sell
4,240
-49
-1% -$10K 0.58% 47
2020
Q3 		$857K Sell
4,289
-309
-7% -$61.7K 0.61% 44
2020
Q2 		$888K Sell
4,598
-132
-3% -$24.1K 0.73% 38
2020
Q1 		$762K Buy
4,730
+32
+0.7% +$6.03K 0.8% 33
2019
Q4 		$882K Buy
+4,698
New +$846K 0.74% 29

Other funds holding V

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Howard Wealth Management's V Position: Q3 2026 in Review

Howard Wealth Management reduced its Visa (V) stake by 1.5% in Q3 2026, selling an estimated $17.9K and leaving 3,182 shares worth $1.14M. The position accounts for 0.41% of the portfolio, ranked #57.

Howard Wealth Management first reported a position in V in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.15M in Q2 2025. 2,797 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Howard Wealth Management held 3,182 shares of Visa worth $1.14M as of Q3 2026.
  • Howard Wealth Management sold 49 Visa shares in Q3 2026, an estimated $17.9K.
  • Visa made up 0.41% of Howard Wealth Management's portfolio in Q3 2026, its #57 holding.
  • Howard Wealth Management first reported a position in Visa in Q4 2019 and has held it in 28 quarters since.
  • Howard Wealth Management's Visa position peaked at $2.15M in Q2 2025.
  • 2,797 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.