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
Q2 		$5.22M Sell
15,207
-215
-1% -$69K 1.57% 26
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 $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

Left Brain Wealth Management's V Position: Q2 2026 in Review

Left Brain Wealth Management reduced its Visa (V) stake by 1.4% in Q2 2026, selling an estimated $69K and leaving 15,207 shares worth $5.22M. The position accounts for 1.57% of the portfolio, ranked #26.

Left Brain Wealth Management first reported a position in V in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.4M in Q4 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Left Brain Wealth Management held 15,207 shares of Visa worth $5.22M as of Q2 2026.
  • Left Brain Wealth Management sold 215 Visa shares in Q2 2026, an estimated $69K.
  • Visa made up 1.57% of Left Brain Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Left Brain Wealth Management first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • Left Brain Wealth Management's Visa position peaked at $5.4M in Q4 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Left Brain Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.