Kiley Juergens Wealth Management’s Visa V Stock Holding History

Kiley Juergens 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	$2.75M	Sell	8,010 -112	-1%	-$36K	0.43%	43
2026 Q1	$2.45M	Buy	+8,122	New	+$2.61M	0.43%	46
2018 Q4	–	Sell	-1,479	Closed	-$221K	–	614
2018 Q3	$221K	Buy	1,479 +31	+2%	+$4.41K	0.17%	88
2018 Q2	$191K	Buy	+1,448	New	+$186K	0.17%	83
2018 Q1	–	Sell	-1,869	Closed	-$213K	–	576
2017 Q4	$213K	Buy	+1,869	New	+$206K	0.19%	79

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kiley Juergens Wealth Management's V Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Visa (V) stake by 1.4% in Q2 2026, selling an estimated $36K and leaving 8,010 shares worth $2.75M. The position accounts for 0.43% of the portfolio, ranked #43.

Kiley Juergens Wealth Management first reported a position in V in Q4 2017 and has held it in 5 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

Kiley Juergens Wealth Management held 8,010 shares of Visa worth $2.75M as of Q2 2026.
Kiley Juergens Wealth Management sold 112 Visa shares in Q2 2026, an estimated $36K.
Visa made up 0.43% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #43 holding.
Kiley Juergens Wealth Management first reported a position in Visa in Q4 2017 and has held it in 5 quarters since.
4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.