Intentional Wealth Strategies’s Visa V Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-584	Closed	-$177K	–	857
2026 Q1	$177K	Buy	+584	New	+$188K	0.16%	66

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Intentional Wealth Strategies's V Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Visa (V) in Q2 2026, closing a stake of 584 shares — an estimated $177K sold.

Intentional Wealth Strategies first reported a position in V in Q1 2026 and held it in 1 quarter. The position peaked at $177K in Q1 2026. 4,385 funds tracked by Wall St. Rank hold V as of Q2 2026.

Intentional Wealth Strategies reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 584 Visa shares in Q2 2026, an estimated $177K.
Intentional Wealth Strategies first reported a position in Visa in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Visa position peaked at $177K in Q1 2026.
4,385 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.