IWM
V icon

IMG Wealth Management’s Visa V Stock Holding History

IMG 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 		$212K Buy
619
+83
+15% +$26.6K 0.12% 104
2026
Q1 		$162K Sell
536
-249
-32% -$80.1K 0.1% 109
2025
Q4 		$275K Buy
785
+122
+18% +$41.6K 0.17% 79
2025
Q3 		$226K Buy
663
+29
+5% +$10K 0.15% 82
2025
Q2 		$225K Buy
634
+163
+35% +$56.8K 0.17% 75
2025
Q1 		$165K Hold
471
– – 0.15% 79
2024
Q4 		$149K Buy
+471
New +$142K 0.14% 83

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

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

IMG Wealth Management increased its Visa (V) stake by 15% in Q2 2026, buying an estimated $26.6K and bringing the position to 619 shares worth $212K. The position accounts for 0.12% of the portfolio, ranked #104.

IMG Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $275K in Q4 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • IMG Wealth Management held 619 shares of Visa worth $212K as of Q2 2026.
  • IMG Wealth Management bought 83 Visa shares in Q2 2026, an estimated $26.6K.
  • Visa made up 0.12% of IMG Wealth Management's portfolio in Q2 2026, its #104 holding.
  • IMG Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's Visa position peaked at $275K in Q4 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.