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Lake Street Private Wealth’s Visa V Stock Holding History

Lake Street Private 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
Q2 		$4.24M Sell
12,354
-34
-0.3% -$10.9K 0.48% 62
2026
Q1 		$3.74M Sell
12,388
-1,187
-9% -$382K 0.48% 63
2025
Q4 		$4.76M Sell
13,575
-18
-0.1% -$6.13K 0.58% 51
2025
Q3 		$4.64M Buy
13,593
+10
+0.1% +$3.46K 0.6% 54
2025
Q2 		$4.82M Buy
13,583
+557
+4% +$194K 0.69% 50
2025
Q1 		$4.57M Sell
13,026
-78
-0.6% -$26.4K 0.74% 44
2024
Q4 		$4.14M Sell
13,104
-3,027
-19% -$910K 0.66% 46
2024
Q3 		$4.44M Sell
16,131
-1,874
-10% -$507K 0.71% 38
2024
Q2 		$4.73M Sell
18,005
-2,745
-13% -$752K 0.61% 40
2024
Q1 		$5.79M Buy
20,750
+1,285
+7% +$355K 0.8% 27
2023
Q4 		$5.07M Buy
19,465
+2,719
+16% +$670K 0.8% 25
2023
Q3 		$3.88M Buy
16,746
+70
+0.4% +$16.8K 0.7% 38
2023
Q2 		$3.96M Sell
16,676
-1,153
-6% -$264K 0.7% 36
2023
Q1 		$4.02M Sell
17,829
-126
-0.7% -$28K 0.75% 33
2022
Q4 		$3.73M Buy
17,955
+235
+1% +$47.4K 0.77% 34
2022
Q3 		$3.15M Sell
17,720
-625
-3% -$127K 0.72% 34
2022
Q2 		$3.61M Sell
18,345
-587
-3% -$121K 0.76% 35
2022
Q1 		$4.2M Sell
18,932
-879
-4% -$190K 0.75% 29
2021
Q4 		$4.29M Buy
19,811
+72
+0.4% +$15.5K 0.75% 28
2021
Q3 		$4.4M Sell
19,739
-1,284
-6% -$301K 1.07% 21
2021
Q2 		$4.94M Sell
21,023
-86
-0.4% -$19.7K 1.26% 18
2021
Q1 		$4.47M Sell
21,109
-650
-3% -$137K 1.24% 20
2020
Q4 		$4.76M Buy
21,759
+281
+1% +$57.5K 1.37% 15
2020
Q3 		$4.29M Buy
21,478
+406
+2% +$81.1K 1.44% 17
2020
Q2 		$4.07M Buy
21,072
+524
+3% +$95.7K 1.51% 16
2020
Q1 		$3.31M Buy
20,548
+135
+0.7% +$25.4K 1.51% 17
2019
Q4 		$3.84M Buy
20,413
+747
+4% +$135K 1.47% 12
2019
Q3 		$3.38M Buy
19,666
+20
+0.1% +$3.56K 1.54% 13
2019
Q2 		$3.41M Buy
19,646
+1,526
+8% +$250K 2.01% 10
2019
Q1 		$2.83M Buy
+18,120
New +$2.61M 1.95% 12

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

Lake Street Private Wealth's V Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Visa (V) stake by 0.27% in Q2 2026, selling an estimated $10.9K and leaving 12,354 shares worth $4.24M. The position accounts for 0.48% of the portfolio, ranked #62.

Lake Street Private Wealth first reported a position in V in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.79M in Q1 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Lake Street Private Wealth held 12,354 shares of Visa worth $4.24M as of Q2 2026.
  • Lake Street Private Wealth sold 34 Visa shares in Q2 2026, an estimated $10.9K.
  • Visa made up 0.48% of Lake Street Private Wealth's portfolio in Q2 2026, its #62 holding.
  • Lake Street Private Wealth first reported a position in Visa in Q1 2019 and has held it in 30 quarters since.
  • Lake Street Private Wealth's Visa position peaked at $5.79M in Q1 2024.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.