IWN
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Independent Wealth Network’s Visa V Stock Holding History

Independent Wealth Network’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 		$68.6K Hold
200
– – 0.02% 335
2026
Q1 		$60.4K Buy
+200
New +$64.3K 0.02% 293
2022
Q1 		– Sell
-400
Closed -$92K – 241
2021
Q4 		$92K Buy
400
+300
+300% +$64.4K 0.06% 208
2021
Q3 		$9K Buy
+100
New +$23.4K 0.01% 201

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 Wealth Network's V Position: Q2 2026 in Review

Independent Wealth Network increased its Visa (V) stake by 5.9% in Q2 2026, buying an estimated $108K and bringing the position to 6,053 shares worth $2.08M. The position accounts for 0.53% of the portfolio, ranked #39.

Independent Wealth Network first reported a position in V in Q3 2021 and has held it in 20 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Independent Wealth Network held 6,053 shares of Visa worth $2.08M as of Q2 2026.
  • Independent Wealth Network bought 335 Visa shares in Q2 2026, an estimated $108K.
  • Visa made up 0.53% of Independent Wealth Network's portfolio in Q2 2026, its #39 holding.
  • Independent Wealth Network first reported a position in Visa in Q3 2021 and has held it in 20 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.