KWM
V icon

Kingsview Wealth Management’s Visa V Stock Holding History

Kingsview 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
2017
Q3 		– Sell
-1,300
Closed -$4K – 417
2017
Q2 		$4K Buy
+1,300
New +$121K ﹤0.01% 298

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
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

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

Kingsview Wealth Management reduced its Visa (V) stake by 27% in Q2 2026, selling an estimated $5.89M and leaving 49,600 shares worth $17M. The position accounts for 0.21% of the portfolio, ranked #97.

Kingsview Wealth Management first reported a position in V in Q1 2017 and has held it in 38 quarters since. The position peaked at $46.8M in Q4 2024. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Kingsview Wealth Management held 49,600 shares of Visa worth $17M as of Q2 2026.
  • Kingsview Wealth Management sold 18,354 Visa shares in Q2 2026, an estimated $5.89M.
  • Visa made up 0.21% of Kingsview Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Kingsview Wealth Management first reported a position in Visa in Q1 2017 and has held it in 38 quarters since.
  • Kingsview Wealth Management's Visa position peaked at $46.8M in Q4 2024.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.