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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Independent Wealth Network's V Position: Q1 2026 in Review

Independent Wealth Network increased its Visa (V) stake by 0.65% in Q1 2026, buying an estimated $11.9K and bringing the position to 5,718 shares worth $1.73M. The position accounts for 0.51% of the portfolio, ranked #45.

Independent Wealth Network first reported a position in V in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.99M in Q4 2025. 4,444 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Independent Wealth Network held 5,718 shares of Visa worth $1.73M as of Q1 2026.
  • Independent Wealth Network bought 37 Visa shares in Q1 2026, an estimated $11.9K.
  • Visa made up 0.51% of Independent Wealth Network's portfolio in Q1 2026, its #45 holding.
  • Independent Wealth Network first reported a position in Visa in Q3 2021 and has held it in 19 quarters since.
  • Independent Wealth Network's Visa position peaked at $1.99M in Q4 2025.
  • 4,444 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.