Innovative Wealth Building
V icon

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
Q3 		$302K Hold
839
– – 0.17% 61
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Innovative Wealth Building's V Position: Q3 2026 in Review

Innovative Wealth Building held its Visa (V) position steady in Q3 2026 at 839 shares worth $302K. The position accounts for 0.17% of the portfolio, ranked #61.

Innovative Wealth Building first reported a position in V in Q1 2025 and has held it in 7 quarters since. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Innovative Wealth Building held 839 shares of Visa worth $302K as of Q3 2026.
  • Innovative Wealth Building left its Visa share count unchanged in Q3 2026.
  • Visa made up 0.17% of Innovative Wealth Building's portfolio in Q3 2026, its #61 holding.
  • Innovative Wealth Building first reported a position in Visa in Q1 2025 and has held it in 7 quarters since.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.