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Magnolia Private Wealth’s Visa V Stock Holding History

Magnolia Private 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 		$384K Buy
1,120
+129
+13% +$41.4K 0.21% 94
2026
Q1 		$300K Buy
991
+33
+3% +$10.6K 0.2% 102
2025
Q4 		$336K Buy
958
+1
+0.1% +$341 0.23% 84
2025
Q3 		$327K Buy
957
+37
+4% +$12.8K 0.24% 74
2025
Q2 		$327K Buy
920
+58
+7% +$20.2K 0.25% 76
2025
Q1 		$302K Buy
862
+180
+26% +$60.9K 0.25% 84
2024
Q4 		$216K Buy
+682
New +$205K 0.19% 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

Magnolia Private Wealth's V Position: Q2 2026 in Review

Magnolia Private Wealth increased its Visa (V) stake by 13% in Q2 2026, buying an estimated $41.4K and bringing the position to 1,120 shares worth $384K. The position accounts for 0.21% of the portfolio, ranked #94.

Magnolia Private Wealth first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,581 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Magnolia Private Wealth held 1,120 shares of Visa worth $384K as of Q2 2026.
  • Magnolia Private Wealth bought 129 Visa shares in Q2 2026, an estimated $41.4K.
  • Visa made up 0.21% of Magnolia Private Wealth's portfolio in Q2 2026, its #94 holding.
  • Magnolia Private Wealth first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,581 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.