IWM
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Integris Wealth Management’s Visa V Stock Holding History

Integris 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 		$402K Buy
1,172
+166
+17% +$53.3K 0.08% 84
2026
Q1 		$304K Buy
1,006
+69
+7% +$22.2K 0.07% 88
2025
Q4 		$329K Sell
937
-157
-14% -$53.5K 0.07% 87
2025
Q3 		$373K Buy
1,094
+68
+7% +$23.5K 0.09% 82
2025
Q2 		$364K Sell
1,026
-23
-2% -$8.02K 0.1% 78
2025
Q1 		$368K Hold
1,049
– – 0.1% 68
2024
Q4 		$332K Buy
1,049
+150
+17% +$45.1K 0.09% 77
2024
Q3 		$247K Sell
899
-28
-3% -$7.57K 0.07% 91
2024
Q2 		$243K Sell
927
-97
-9% -$26.6K 0.07% 83
2024
Q1 		$286K Sell
1,024
-48
-4% -$13.3K 0.08% 75
2023
Q4 		$279K Sell
1,072
-20
-2% -$4.93K 0.08% 76
2023
Q3 		$251K Buy
1,092
+33
+3% +$7.93K 0.08% 79
2023
Q2 		$251K Sell
1,059
-163
-13% -$37.3K 0.09% 74
2023
Q1 		$275K Sell
1,222
-125
-9% -$27.8K 0.1% 66
2022
Q4 		$280K Buy
+1,347
New +$272K 0.11% 67

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

Integris Wealth Management's V Position: Q2 2026 in Review

Integris Wealth Management increased its Visa (V) stake by 17% in Q2 2026, buying an estimated $53.3K and bringing the position to 1,172 shares worth $402K. The position accounts for 0.08% of the portfolio, ranked #84.

Integris Wealth Management first reported a position in V in Q4 2022 and has held it in 15 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Integris Wealth Management held 1,172 shares of Visa worth $402K as of Q2 2026.
  • Integris Wealth Management bought 166 Visa shares in Q2 2026, an estimated $53.3K.
  • Visa made up 0.08% of Integris Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Integris Wealth Management first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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