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Independent Solutions Wealth Management’s Visa V Stock Holding History

Independent Solutions 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 		$5.34M Sell
15,570
-115
-0.7% -$36.9K 0.7% 33
2026
Q1 		$4.74M Buy
15,685
+911
+6% +$293K 0.7% 36
2025
Q4 		$5.18M Sell
14,774
-180
-1% -$61.3K 0.95% 31
2025
Q3 		$5.1M Buy
14,954
+610
+4% +$211K 0.91% 31
2025
Q2 		$5.09M Buy
14,344
+23
+0.2% +$8.02K 0.99% 27
2025
Q1 		$5.02M Sell
14,321
-439
-3% -$149K 1.12% 25
2024
Q4 		$4.66M Buy
14,760
+11
+0.1% +$3.31K 1.02% 27
2024
Q3 		$4.06M Sell
14,749
-175
-1% -$47.3K 0.92% 30
2024
Q2 		$3.92M Sell
14,924
-191
-1% -$52.4K 0.9% 28
2024
Q1 		$4.22M Sell
15,115
-436
-3% -$120K 1% 26
2023
Q4 		$4.05M Buy
15,551
+751
+5% +$185K 1.04% 23
2023
Q3 		$3.4M Sell
14,800
-1,571
-10% -$378K 0.88% 26
2023
Q2 		$3.89M Buy
16,371
+2,217
+16% +$507K 0.98% 23
2023
Q1 		$3.19M Buy
14,154
+10
+0.1% +$2.23K 0.94% 24
2022
Q4 		$2.94M Sell
14,144
-105
-0.7% -$21.2K 0.9% 26
2022
Q3 		$2.53M Sell
14,249
-205
-1% -$41.7K 0.83% 28
2022
Q2 		$2.85M Sell
14,454
-2,550
-15% -$527K 0.89% 24
2022
Q1 		$3.77M Sell
17,004
-585
-3% -$127K 0.89% 26
2021
Q4 		$3.81M Sell
17,589
-963
-5% -$207K 0.9% 27
2021
Q3 		$4.13M Sell
18,552
-1
-0% -$234 1.02% 20
2021
Q2 		$4.34M Buy
18,553
+3,046
+20% +$696K 1.05% 21
2021
Q1 		$3.28M Buy
15,507
+2,381
+18% +$501K 0.9% 26
2020
Q4 		$2.87M Buy
13,126
+1,474
+13% +$302K 0.9% 25
2020
Q3 		$2.33M Buy
11,652
+2,647
+29% +$529K 0.89% 26
2020
Q2 		$1.74M Buy
9,005
+2,674
+42% +$489K 0.74% 34
2020
Q1 		$1.02M Buy
6,331
+531
+9% +$100K 0.56% 38
2019
Q4 		$1.09M Buy
+5,800
New +$1.04M 0.48% 40

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

Independent Solutions Wealth Management's V Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Visa (V) stake by 0.73% in Q2 2026, selling an estimated $36.9K and leaving 15,570 shares worth $5.34M. The position accounts for 0.7% of the portfolio, ranked #33.

Independent Solutions Wealth Management first reported a position in V in Q4 2019 and has held it in 27 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Independent Solutions Wealth Management held 15,570 shares of Visa worth $5.34M as of Q2 2026.
  • Independent Solutions Wealth Management sold 115 Visa shares in Q2 2026, an estimated $36.9K.
  • Visa made up 0.7% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Independent Solutions Wealth Management first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.