LBWM
V icon

Left Brain Wealth Management’s Visa V Stock Holding History

Left Brain 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 		$4.66M Buy
15,422
+31
+0.2% +$9.97K 1.83% 21
2025
Q4 		$5.4M Buy
15,391
+173
+1% +$58.9K 1.87% 21
2025
Q3 		$5.2M Buy
15,218
+47
+0.3% +$16.3K 1.63% 22
2025
Q2 		$5.39M Sell
15,171
-32
-0.2% -$11.2K 1.9% 20
2025
Q1 		$5.33M Sell
15,203
-77
-0.5% -$26.1K 2.33% 15
2024
Q4 		$4.83M Sell
15,280
-18
-0.1% -$5.41K 1.82% 19
2024
Q3 		$4.21M Buy
15,298
+97
+0.6% +$26.2K 1.96% 20
2024
Q2 		$3.99M Buy
15,201
+236
+2% +$64.7K 1.86% 21
2024
Q1 		$4.18M Buy
14,965
+346
+2% +$95.5K 2.02% 19
2023
Q4 		$3.81M Buy
14,619
+179
+1% +$44.1K 2.2% 14
2023
Q3 		$3.32M Sell
14,440
-55
-0.4% -$13.2K 2.07% 15
2023
Q2 		$3.44M Sell
14,495
-27
-0.2% -$6.18K 2.1% 17
2023
Q1 		$3.38M Buy
+14,522
New +$3.23M 2.3% 14

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

Left Brain Wealth Management's V Position: Q1 2026 in Review

Left Brain Wealth Management increased its Visa (V) stake by 0.2% in Q1 2026, buying an estimated $9.97K and bringing the position to 15,422 shares worth $4.66M. The position accounts for 1.83% of the portfolio, ranked #21.

Left Brain Wealth Management first reported a position in V in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.4M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Left Brain Wealth Management held 15,422 shares of Visa worth $4.66M as of Q1 2026.
  • Left Brain Wealth Management bought 31 Visa shares in Q1 2026, an estimated $9.97K.
  • Visa made up 1.83% of Left Brain Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Left Brain Wealth Management first reported a position in Visa in Q1 2023 and has held it in 13 quarters since.
  • Left Brain Wealth Management's Visa position peaked at $5.4M in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.