JWS
V icon

Juncture Wealth Strategies’s Visa V Stock Holding History

Juncture 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
Q1 		– Sell
-649
Closed -$228K – 145
2025
Q4 		$228K Sell
649
-142
-18% -$48.4K 0.07% 122
2025
Q3 		$270K Hold
791
– – 0.09% 109
2025
Q2 		$281K Hold
791
– – 0.1% 103
2025
Q1 		$277K Hold
791
– – 0.11% 107
2024
Q4 		$250K Sell
791
-42
-5% -$12.6K 0.09% 114
2024
Q3 		$229K Sell
833
-17
-2% -$4.6K 0.09% 114
2024
Q2 		$223K Hold
850
– – 0.09% 104
2024
Q1 		$237K Hold
850
– – 0.1% 99
2023
Q4 		$221K Buy
+850
New +$210K 0.1% 98
2023
Q3 		– Sell
-850
Closed -$202K – 122
2023
Q2 		$202K Buy
+850
New +$195K 0.09% 113
2021
Q3 		– Sell
-1,104
Closed -$263K – 124
2021
Q2 		$263K Buy
+1,104
New +$252K 0.15% 96

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Juncture Wealth Strategies's V Position: Q1 2026 in Review

Juncture Wealth Strategies sold out of Visa (V) in Q1 2026, closing a stake of 649 shares — an estimated $228K sold.

Juncture Wealth Strategies first reported a position in V in Q2 2021 and held it in 11 quarters. The position peaked at $281K in Q2 2025. 4,468 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Juncture Wealth Strategies reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Juncture Wealth Strategies sold 649 Visa shares in Q1 2026, an estimated $228K.
  • Juncture Wealth Strategies first reported a position in Visa in Q2 2021 and held it in 11 quarters.
  • Juncture Wealth Strategies's Visa position peaked at $281K in Q2 2025.
  • 4,468 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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