MWM
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Marion Wealth Management’s Visa V Stock Holding History

Marion 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 		$379K Buy
1,106
+81
+8% +$26K 0.08% 115
2026
Q1 		$310K Buy
1,025
+56
+6% +$18K 0.07% 113
2025
Q4 		$316K Buy
969
+86
+10% +$29.3K 0.07% 111
2025
Q3 		$302K Buy
883
+17
+2% +$5.88K 0.07% 108
2025
Q2 		$308K Buy
866
+94
+12% +$32.8K 0.08% 104
2025
Q1 		$271K Buy
772
+101
+15% +$34.2K 0.07% 109
2024
Q4 		$212K Buy
+671
New +$202K 0.06% 125

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

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

Marion Wealth Management increased its Visa (V) stake by 7.9% in Q2 2026, buying an estimated $26K and bringing the position to 1,106 shares worth $379K. The position accounts for 0.08% of the portfolio, ranked #115.

Marion Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Marion Wealth Management held 1,106 shares of Visa worth $379K as of Q2 2026.
  • Marion Wealth Management bought 81 Visa shares in Q2 2026, an estimated $26K.
  • Visa made up 0.08% of Marion Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Marion Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.