JSW
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Journey Strategic Wealth’s Visa V Stock Holding History

Journey Strategic Wealth’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
Q1 		$4.83M Sell
15,977
-1,500
-9% -$482K 0.12% 50
2025
Q4 		$6.13M Buy
17,477
+388
+2% +$132K 0.16% 45
2025
Q3 		$5.83M Sell
17,089
-474
-3% -$164K 0.16% 45
2025
Q2 		$6.24M Buy
17,563
+5,124
+41% +$1.79M 0.2% 41
2025
Q1 		$4.36M Buy
12,439
+2,761
+29% +$934K 0.15% 47
2024
Q4 		$3.06M Buy
9,678
+1,361
+16% +$409K 0.11% 51
2024
Q3 		$2.29M Buy
8,317
+2,581
+45% +$698K 0.08% 64
2024
Q2 		$1.51M Buy
5,736
+1,513
+36% +$415K 0.06% 61
2024
Q1 		$1.18M Buy
4,223
+1,221
+41% +$337K 0.05% 68
2023
Q4 		$782K Buy
3,002
+408
+16% +$101K 0.04% 78
2023
Q3 		$597K Sell
2,594
-57
-2% -$13.7K 0.03% 76
2023
Q2 		$629K Sell
2,651
-1,454
-35% -$333K 0.03% 76
2023
Q1 		$925K Sell
4,105
-202
-5% -$45K 0.1% 61
2022
Q4 		$895K Buy
4,307
+1,319
+44% +$266K 0.11% 62
2022
Q3 		$531K Buy
+2,988
New +$608K 0.07% 63
2022
Q2 		– Sell
-2,661
Closed -$591K – 214
2022
Q1 		$591K Buy
2,661
+260
+11% +$56.2K 0.06% 46
2021
Q4 		$520K Buy
+2,401
New +$515K 0.05% 68

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Journey Strategic Wealth's V Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Visa (V) stake by 8.6% in Q1 2026, selling an estimated $482K and leaving 15,977 shares worth $4.83M. The position accounts for 0.12% of the portfolio, ranked #50.

Journey Strategic Wealth first reported a position in V in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.24M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Journey Strategic Wealth held 15,977 shares of Visa worth $4.83M as of Q1 2026.
  • Journey Strategic Wealth sold 1,500 Visa shares in Q1 2026, an estimated $482K.
  • Visa made up 0.12% of Journey Strategic Wealth's portfolio in Q1 2026, its #50 holding.
  • Journey Strategic Wealth first reported a position in Visa in Q4 2021 and has held it in 17 quarters since.
  • Journey Strategic Wealth's Visa position peaked at $6.24M in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.