LI
V icon

LifeWealth Investments’s Visa V Stock Holding History

LifeWealth Investments’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 		$641K Buy
1,868
+25
+1% +$8.03K 0.17% 70
2026
Q1 		$557K Buy
1,843
+51
+3% +$16.4K 0.17% 79
2025
Q4 		$628K Sell
1,792
-34
-2% -$11.6K 0.2% 76
2025
Q3 		$623K Sell
1,826
-113
-6% -$39.1K 0.21% 80
2025
Q2 		$688K Buy
1,939
+495
+34% +$173K 0.25% 74
2025
Q1 		$506K Buy
1,444
+185
+15% +$62.6K 0.24% 80
2024
Q4 		$398K Buy
+1,259
New +$379K 0.26% 80

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 $3.38T AUM 44.17% 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

LifeWealth Investments's V Position: Q2 2026 in Review

LifeWealth Investments increased its Visa (V) stake by 1.4% in Q2 2026, buying an estimated $8.03K and bringing the position to 1,868 shares worth $641K. The position accounts for 0.17% of the portfolio, ranked #70.

LifeWealth Investments first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $688K in Q2 2025. 4,592 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • LifeWealth Investments held 1,868 shares of Visa worth $641K as of Q2 2026.
  • LifeWealth Investments bought 25 Visa shares in Q2 2026, an estimated $8.03K.
  • Visa made up 0.17% of LifeWealth Investments's portfolio in Q2 2026, its #70 holding.
  • LifeWealth Investments first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • LifeWealth Investments's Visa position peaked at $688K in Q2 2025.
  • 4,592 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.