IWB
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Innovative Wealth Building’s Visa V Stock Holding History

Innovative Wealth Building’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 		$288K Sell
839
-29
-3% -$9.31K 0.17% 63
2026
Q1 		$262K Buy
868
+18
+2% +$5.79K 0.18% 59
2025
Q4 		$298K Buy
850
+164
+24% +$55.9K 0.22% 49
2025
Q3 		$234K Buy
686
+1
+0.1% +$346 0.18% 51
2025
Q2 		$243K Buy
685
+71
+12% +$24.7K 0.2% 45
2025
Q1 		$215K Buy
+614
New +$208K 0.2% 48

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Innovative Wealth Building's V Position: Q2 2026 in Review

Innovative Wealth Building reduced its Visa (V) stake by 3.3% in Q2 2026, selling an estimated $9.31K and leaving 839 shares worth $288K. The position accounts for 0.17% of the portfolio, ranked #63.

Innovative Wealth Building first reported a position in V in Q1 2025 and has held it in 6 quarters since. The position peaked at $298K in Q4 2025. 2,970 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Innovative Wealth Building held 839 shares of Visa worth $288K as of Q2 2026.
  • Innovative Wealth Building sold 29 Visa shares in Q2 2026, an estimated $9.31K.
  • Visa made up 0.17% of Innovative Wealth Building's portfolio in Q2 2026, its #63 holding.
  • Innovative Wealth Building first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • Innovative Wealth Building's Visa position peaked at $298K in Q4 2025.
  • 2,970 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.