JWM
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Jessup Wealth Management’s Visa V Stock Holding History

Jessup 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 		$1.39M Buy
4,041
+15
+0.4% +$4.82K 0.41% 37
2026
Q1 		$1.22M Sell
4,026
-502
-11% -$161K 0.44% 32
2025
Q4 		$1.59M Sell
4,528
-32
-0.7% -$10.9K 0.53% 32
2025
Q3 		$1.56M Sell
4,560
-42
-0.9% -$14.5K 0.58% 29
2025
Q2 		$1.63M Sell
4,602
-26
-0.6% -$9.06K 0.66% 31
2025
Q1 		$1.62M Sell
4,628
-17
-0.4% -$5.75K 0.68% 29
2024
Q4 		$1.47M Sell
4,645
-136
-3% -$40.9K 0.63% 29
2024
Q3 		$1.31M Sell
4,781
-192
-4% -$51.9K 0.6% 27
2024
Q2 		$1.31M Sell
4,973
-78
-2% -$21.4K 0.56% 34
2024
Q1 		$1.41M Buy
5,051
+37
+0.7% +$10.2K 0.6% 36
2023
Q4 		$1.31M Sell
5,014
-1,051
-17% -$259K 0.65% 28
2023
Q3 		$1.4M Sell
6,065
-1,473
-20% -$354K 0.8% 29
2023
Q2 		$1.79M Sell
7,538
-443
-6% -$101K 0.96% 28
2023
Q1 		$1.8M Buy
7,981
+32
+0.4% +$7.12K 1.07% 26
2022
Q4 		$1.65M Buy
+7,949
New +$1.6M 1.05% 27

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

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

Jessup Wealth Management increased its Visa (V) stake by 0.37% in Q2 2026, buying an estimated $4.82K and bringing the position to 4,041 shares worth $1.39M. The position accounts for 0.41% of the portfolio, ranked #37.

Jessup Wealth Management first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.8M in Q1 2023. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Jessup Wealth Management held 4,041 shares of Visa worth $1.39M as of Q2 2026.
  • Jessup Wealth Management bought 15 Visa shares in Q2 2026, an estimated $4.82K.
  • Visa made up 0.41% of Jessup Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Jessup Wealth Management first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Jessup Wealth Management's Visa position peaked at $1.8M in Q1 2023.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.