MWM
V icon

Maltin Wealth Management’s Visa V Stock Holding History

Maltin 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 		$219K Buy
+640
New +$205K 0.07% 139
2026
Q1 		– Sell
-638
Closed -$224K – 147
2025
Q4 		$224K Buy
638
+6
+0.9% +$2.04K 0.09% 124
2025
Q3 		$216K Buy
632
+1
+0.2% +$346 0.09% 127
2025
Q2 		$224K Buy
631
+1
+0.2% +$349 0.1% 121
2025
Q1 		$221K Buy
+630
New +$213K 0.1% 123

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Maltin Wealth Management opened a new position in Visa (V) in Q2 2026: 640 shares worth $219K. The stake represents 0.07% of the portfolio and ranks #139 among its holdings. This is a return to the name: Maltin Wealth Management previously reported a position in V as recently as Q4 2025.

Maltin Wealth Management first reported a position in V in Q1 2025 and has held it in 5 quarters since. The position peaked at $224K in Q2 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Maltin Wealth Management held 640 shares of Visa worth $219K as of Q2 2026.
  • Visa was a new Maltin Wealth Management position in Q2 2026.
  • Visa made up 0.07% of Maltin Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Maltin Wealth Management first reported a position in Visa in Q1 2025 and has held it in 5 quarters since.
  • Maltin Wealth Management's Visa position peaked at $224K in Q2 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.