LWM
V icon

LongView Wealth Management’s Visa V Stock Holding History

LongView 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 		$386K Sell
1,126
-123
-10% -$39.5K 0.1% 146
2026
Q1 		$389K Sell
1,249
-118
-9% -$37.9K 0.1% 159
2025
Q4 		$469K Buy
1,367
+59
+5% +$20.1K 0.11% 148
2025
Q3 		$447K Buy
1,308
+15
+1% +$5.19K 0.12% 133
2025
Q2 		$459K Sell
1,293
-8
-0.6% -$2.79K 0.14% 125
2025
Q1 		$456K Sell
1,301
-119
-8% -$40.3K 0.14% 126
2024
Q4 		$449K Sell
1,420
-1
-0.1% -$301 0.14% 124
2024
Q3 		$391K Sell
1,421
-36
-2% -$9.73K 0.12% 132
2024
Q2 		$382K Sell
1,457
-14
-1% -$3.84K 0.14% 124
2024
Q1 		$411K Sell
1,471
-208
-12% -$57.4K 0.16% 122
2023
Q4 		$442K Buy
+1,679
New +$414K 0.2% 102

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

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

LongView Wealth Management reduced its Visa (V) stake by 9.8% in Q2 2026, selling an estimated $39.5K and leaving 1,126 shares worth $386K. The position accounts for 0.1% of the portfolio, ranked #146.

LongView Wealth Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $469K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • LongView Wealth Management held 1,126 shares of Visa worth $386K as of Q2 2026.
  • LongView Wealth Management sold 123 Visa shares in Q2 2026, an estimated $39.5K.
  • Visa made up 0.1% of LongView Wealth Management's portfolio in Q2 2026, its #146 holding.
  • LongView Wealth Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's Visa position peaked at $469K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.