Hurlow Wealth Management Group’s Visa V Stock Holding History

Hurlow Wealth Management Group’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	$384K	Buy	1,120 +154	+16%	+$49.4K	0.08%	80
2026 Q1	$292K	Buy	966 +8	+0.8%	+$2.57K	0.07%	98
2025 Q4	$336K	Sell	958 -1	-0.1%	-$341	0.08%	84
2025 Q3	$327K	Hold	959	–	–	0.08%	82
2025 Q2	$340K	Buy	959 +1	+0.1%	+$349	0.1%	88
2025 Q1	$336K	Hold	958	–	–	0.1%	83
2024 Q4	$303K	Sell	958 -34	-3%	-$10.2K	0.09%	90
2024 Q3	$273K	Buy	992 +7	+0.7%	+$1.89K	0.09%	99
2024 Q2	$259K	Sell	985 -1	-0.1%	-$274	0.09%	96
2024 Q1	$275K	Sell	986 -54	-5%	-$14.9K	0.1%	91
2023 Q4	$271K	Hold	1,040	–	–	0.1%	91
2023 Q3	$239K	Buy	+1,040	New	+$250K	0.1%	95

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

Hurlow Wealth Management Group's V Position: Q2 2026 in Review

Hurlow Wealth Management Group increased its Visa (V) stake by 16% in Q2 2026, buying an estimated $49.4K and bringing the position to 1,120 shares worth $384K. The position accounts for 0.08% of the portfolio, ranked #80.

Hurlow Wealth Management Group first reported a position in V in Q3 2023 and has held it in 12 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Hurlow Wealth Management Group held 1,120 shares of Visa worth $384K as of Q2 2026.
Hurlow Wealth Management Group bought 154 Visa shares in Q2 2026, an estimated $49.4K.
Visa made up 0.08% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #80 holding.
Hurlow Wealth Management Group first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.