MWM
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Maridea Wealth Management’s Visa V Stock Holding History

Maridea 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 		$665K Buy
1,938
+1,181
+156% +$379K 0.07% 250
2026
Q1 		$229K Sell
757
-1,454
-66% -$468K 0.03% 404
2025
Q4 		$775K Buy
2,211
+6
+0.3% +$2.04K 0.12% 180
2025
Q3 		$759K Buy
2,205
+779
+55% +$270K 0.12% 169
2025
Q2 		$506K Buy
1,426
+446
+46% +$155K 0.13% 152
2025
Q1 		$344K Sell
980
-94
-9% -$31.8K 0.11% 169
2024
Q4 		$340K Buy
+1,074
New +$323K 0.11% 160

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

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

Maridea Wealth Management increased its Visa (V) stake by 156% in Q2 2026, buying an estimated $379K and bringing the position to 1,938 shares worth $665K. The position accounts for 0.07% of the portfolio, ranked #250.

Maridea Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $775K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Maridea Wealth Management held 1,938 shares of Visa worth $665K as of Q2 2026.
  • Maridea Wealth Management bought 1,181 Visa shares in Q2 2026, an estimated $379K.
  • Visa made up 0.07% of Maridea Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Maridea Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Maridea Wealth Management's Visa position peaked at $775K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.