KWM
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Kanen Wealth Management’s Visa V Stock Holding History

Kanen 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 		$274K Hold
800
– – 0.07% 35
2026
Q1 		$242K Buy
+800
New +$257K 0.09% 34
2025
Q4 		– Sell
-800
Closed -$273K – 42
2025
Q3 		$273K Hold
800
– – 0.09% 27
2025
Q2 		$284K Hold
800
– – 0.11% 25
2025
Q1 		$280K Hold
800
– – 0.11% 23
2024
Q4 		$253K Hold
800
– – 0.09% 24
2024
Q3 		$220K Hold
800
– – 0.12% 19
2024
Q2 		$210K Sell
800
-800
-50% -$219K 0.13% 20
2024
Q1 		$433K Buy
1,600
+800
+100% +$221K 0.14% 20
2023
Q4 		$208K Buy
+800
New +$197K 0.15% 20

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 $3.38T AUM 44.17% 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

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

Kanen Wealth Management held its Visa (V) position steady in Q2 2026 at 800 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #35.

Kanen Wealth Management first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $433K in Q1 2024. 4,594 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Kanen Wealth Management held 800 shares of Visa worth $274K as of Q2 2026.
  • Kanen Wealth Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.07% of Kanen Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Kanen Wealth Management first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
  • Kanen Wealth Management's Visa position peaked at $433K in Q1 2024.
  • 4,594 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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