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Investment Insight Wealth Management’s Visa V Stock Holding History

Investment Insight 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 		$2.36M Sell
6,872
-156
-2% -$50.1K 2.04% 12
2026
Q1 		$2.12M Sell
7,028
-72
-1% -$23.2K 2.29% 10
2025
Q4 		$2.49M Buy
+7,100
New +$2.42M 2.44% 10

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

Investment Insight Wealth Management's V Position: Q2 2026 in Review

Investment Insight Wealth Management reduced its Visa (V) stake by 2.2% in Q2 2026, selling an estimated $50.1K and leaving 6,872 shares worth $2.36M. The position accounts for 2.04% of the portfolio, ranked #12.

Investment Insight Wealth Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.49M in Q4 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Investment Insight Wealth Management held 6,872 shares of Visa worth $2.36M as of Q2 2026.
  • Investment Insight Wealth Management sold 156 Visa shares in Q2 2026, an estimated $50.1K.
  • Visa made up 2.04% of Investment Insight Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Investment Insight Wealth Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Investment Insight Wealth Management's Visa position peaked at $2.49M in Q4 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Investment Insight Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.