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Marble Wealth’s Visa V Stock Holding History

Marble 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 		$2.43M Sell
7,083
-181
-2% -$58.1K 0.37% 56
2026
Q1 		$2.2M Sell
7,264
-2,800
-28% -$900K 0.38% 51
2025
Q4 		$3.53M Buy
+10,064
New +$3.43M 0.49% 41

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

Marble Wealth's V Position: Q2 2026 in Review

Marble Wealth reduced its Visa (V) stake by 2.5% in Q2 2026, selling an estimated $58.1K and leaving 7,083 shares worth $2.43M. The position accounts for 0.37% of the portfolio, ranked #56.

Marble Wealth first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.53M in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Marble Wealth held 7,083 shares of Visa worth $2.43M as of Q2 2026.
  • Marble Wealth sold 181 Visa shares in Q2 2026, an estimated $58.1K.
  • Visa made up 0.37% of Marble Wealth's portfolio in Q2 2026, its #56 holding.
  • Marble Wealth first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Marble Wealth's Visa position peaked at $3.53M in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.