KWM
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Keebeck Wealth Management’s Visa V Stock Holding History

Keebeck 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
Q1 		$4.23M Buy
13,991
+350
+3% +$113K 0.48% 53
2025
Q4 		$4.78M Sell
13,641
-4,651
-25% -$1.58M 0.55% 42
2025
Q3 		$6.24M Buy
18,292
+46
+0.3% +$15.9K 0.74% 33
2025
Q2 		$6.48M Buy
18,246
+341
+2% +$119K 0.85% 25
2025
Q1 		$6.27M Sell
17,905
-28
-0.2% -$9.47K 0.93% 23
2024
Q4 		$5.67M Sell
17,933
-11
-0.1% -$3.31K 0.82% 30
2024
Q3 		$4.93M Sell
17,944
-462
-3% -$125K 0.71% 41
2024
Q2 		$4.83M Sell
18,406
-631
-3% -$173K 0.71% 38
2024
Q1 		$5.31M Sell
19,037
-260
-1% -$71.8K 0.78% 31
2023
Q4 		$5.02M Sell
19,297
-197
-1% -$48.6K 0.83% 27
2023
Q3 		$4.48M Buy
19,494
+460
+2% +$111K 0.78% 31
2023
Q2 		$4.52M Buy
19,034
+2,383
+14% +$545K 0.62% 46
2023
Q1 		$3.75M Buy
16,651
+1,901
+13% +$423K 0.61% 45
2022
Q4 		$3.06M Buy
14,750
+737
+5% +$149K 0.54% 50
2022
Q3 		$2.49M Buy
14,013
+1,141
+9% +$232K 0.48% 52
2022
Q2 		$2.53M Buy
12,872
+2,027
+19% +$419K 0.48% 49
2022
Q1 		$2.4M Buy
10,845
+1,171
+12% +$253K 0.4% 60
2021
Q4 		$2.1M Buy
9,674
+569
+6% +$122K 0.37% 65
2021
Q3 		$2.03M Sell
9,105
-249
-3% -$58.4K 0.4% 59
2021
Q2 		$2.19M Buy
9,354
+1,821
+24% +$416K 0.32% 67
2021
Q1 		$1.59M Buy
7,533
+461
+7% +$97K 0.25% 77
2020
Q4 		$1.55M Buy
7,072
+223
+3% +$45.6K 0.27% 71
2020
Q3 		$1.37M Buy
6,849
+657
+11% +$131K 0.28% 65
2020
Q2 		$1.2M Sell
6,192
-90
-1% -$16.4K 0.38% 56
2020
Q1 		$1.01M Buy
6,282
+2,898
+86% +$546K 0.42% 54
2019
Q4 		$635K Buy
+3,384
New +$610K 0.2% 85

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

Keebeck Wealth Management's V Position: Q1 2026 in Review

Keebeck Wealth Management increased its Visa (V) stake by 2.6% in Q1 2026, buying an estimated $113K and bringing the position to 13,991 shares worth $4.23M. The position accounts for 0.48% of the portfolio, ranked #53.

Keebeck Wealth Management first reported a position in V in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.48M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Keebeck Wealth Management held 13,991 shares of Visa worth $4.23M as of Q1 2026.
  • Keebeck Wealth Management bought 350 Visa shares in Q1 2026, an estimated $113K.
  • Visa made up 0.48% of Keebeck Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Keebeck Wealth Management first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's Visa position peaked at $6.48M in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.