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Livet Wealth’s Visa V Stock Holding History

Livet 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 		$621K Buy
1,811
+10
+0.6% +$3.21K 0.36% 51
2026
Q1 		$544K Sell
1,801
-173
-9% -$55.6K 0.35% 52
2025
Q4 		$692K Buy
+1,974
New +$673K 0.43% 47

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

Livet Wealth's V Position: Q2 2026 in Review

Livet Wealth increased its Visa (V) stake by 0.56% in Q2 2026, buying an estimated $3.21K and bringing the position to 1,811 shares worth $621K. The position accounts for 0.36% of the portfolio, ranked #51.

Livet Wealth first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $692K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Livet Wealth held 1,811 shares of Visa worth $621K as of Q2 2026.
  • Livet Wealth bought 10 Visa shares in Q2 2026, an estimated $3.21K.
  • Visa made up 0.36% of Livet Wealth's portfolio in Q2 2026, its #51 holding.
  • Livet Wealth first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Livet Wealth's Visa position peaked at $692K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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