Keyvantage Wealth’s Visa V Stock Holding History

Keyvantage 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	–	Sell	-638	Closed	-$224K	–	104
2025 Q4	$224K	Buy	638 +4	+0.6%	+$1.36K	0.1%	90
2025 Q3	$216K	Sell	634 -438	-41%	-$152K	0.09%	92
2025 Q2	$381K	Sell	1,072 -229	-18%	-$79.8K	0.17%	67
2025 Q1	$456K	Buy	+1,301	New	+$440K	0.22%	61

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Keyvantage Wealth's V Position: Q1 2026 in Review

Keyvantage Wealth sold out of Visa (V) in Q1 2026, closing a stake of 638 shares — an estimated $224K sold.

Keyvantage Wealth first reported a position in V in Q1 2025 and held it in 4 quarters. The position peaked at $456K in Q1 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Keyvantage Wealth reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Keyvantage Wealth sold 638 Visa shares in Q1 2026, an estimated $224K.
Keyvantage Wealth first reported a position in Visa in Q1 2025 and held it in 4 quarters.
Keyvantage Wealth's Visa position peaked at $456K in Q1 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.