Johnson & White Wealth Management’s Visa V Stock Holding History

Johnson & White 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	$307K	Buy	896 +10	+1%	+$3.21K	0.12%	96
2026 Q1	$268K	Hold	886	–	–	0.11%	97
2025 Q4	$311K	Hold	886	–	–	0.14%	92
2025 Q3	$302K	Sell	886 -11	-1%	-$3.81K	0.14%	90
2025 Q2	$319K	Sell	897 -24	-3%	-$8.37K	0.16%	84
2025 Q1	$323K	Hold	921	–	–	0.18%	78
2024 Q4	$290K	Hold	921	–	–	0.18%	81
2024 Q3	$253K	Buy	921 +6	+0.7%	+$1.62K	0.22%	50
2024 Q2	$240K	Buy	915 +11	+1%	+$3.02K	0.23%	49
2024 Q1	$252K	Hold	904	–	–	0.18%	73
2023 Q4	$235K	Buy	+904	New	+$223K	0.19%	75

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Johnson & White Wealth Management's V Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Visa (V) stake by 1.1% in Q2 2026, buying an estimated $3.21K and bringing the position to 896 shares worth $307K. The position accounts for 0.12% of the portfolio, ranked #96.

Johnson & White Wealth Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $323K in Q1 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Johnson & White Wealth Management held 896 shares of Visa worth $307K as of Q2 2026.
Johnson & White Wealth Management bought 10 Visa shares in Q2 2026, an estimated $3.21K.
Visa made up 0.12% of Johnson & White Wealth Management's portfolio in Q2 2026, its #96 holding.
Johnson & White Wealth Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
Johnson & White Wealth Management's Visa position peaked at $323K in Q1 2025.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.