Level Wealth Management’s Visa V Stock Holding History

Level 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	$1.76M	Buy	5,141 +90	+2%	+$28.9K	0.71%	20
2026 Q1	$1.53M	Hold	5,051	–	–	0.72%	21
2025 Q4	$1.77M	Hold	5,051	–	–	0.91%	18
2025 Q3	$1.72M	Hold	5,051	–	–	0.91%	17
2025 Q2	$1.79M	Sell	5,051 -447	-8%	-$156K	1.04%	16
2025 Q1	$1.93M	Sell	5,498 -362	-6%	-$122K	1.26%	11
2024 Q4	$1.85M	Buy	+5,860	New	+$1.76M	1.31%	10

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

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

Level Wealth Management increased its Visa (V) stake by 1.8% in Q2 2026, buying an estimated $28.9K and bringing the position to 5,141 shares worth $1.76M. The position accounts for 0.71% of the portfolio, ranked #20.

Level Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.93M in Q1 2025. 4,570 funds tracked by Wall St. Rank hold V as of Q2 2026.

Level Wealth Management held 5,141 shares of Visa worth $1.76M as of Q2 2026.
Level Wealth Management bought 90 Visa shares in Q2 2026, an estimated $28.9K.
Visa made up 0.71% of Level Wealth Management's portfolio in Q2 2026, its #20 holding.
Level Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
Level Wealth Management's Visa position peaked at $1.93M in Q1 2025.
4,570 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.