MGWM
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Marks Group Wealth Management’s Visa V Stock Holding History

Marks Group 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
Q1 		$8.77M Sell
29,025
-5,219
-15% -$1.68M 0.85% 22
2025
Q4 		$12M Sell
34,244
-251
-0.7% -$85.5K 1.15% 15
2025
Q3 		$11.8M Sell
34,495
-21,169
-38% -$7.33M 1.09% 14
2025
Q2 		$19.8M Sell
55,664
-1,289
-2% -$449K 1.84% 6
2025
Q1 		$20M Sell
56,953
-1,546
-3% -$523K 1.92% 5
2024
Q4 		$18.5M Sell
58,499
-528
-0.9% -$159K 1.82% 4
2024
Q3 		$16.2M Buy
59,027
+1,895
+3% +$512K 1.55% 6
2024
Q2 		$15M Buy
57,132
+404
+0.7% +$111K 1.58% 6
2024
Q1 		$15.8M Buy
56,728
+394
+0.7% +$109K 1.65% 4
2023
Q4 		$14.7M Buy
56,334
+101
+0.2% +$24.9K 1.67% 4
2023
Q3 		$12.9M Sell
56,233
-189
-0.3% -$45.4K 1.6% 6
2023
Q2 		$13.4M Buy
56,422
+267
+0.5% +$61.1K 1.59% 5
2023
Q1 		$12.7M Buy
56,155
+19,292
+52% +$4.29M 1.62% 4
2022
Q4 		$7.66M Buy
36,863
+173
+0.5% +$34.9K 1.05% 10
2022
Q3 		$6.52M Buy
36,690
+758
+2% +$154K 0.99% 17
2022
Q2 		$7.08M Buy
35,932
+1,776
+5% +$367K 1.02% 13
2022
Q1 		$7.58M Buy
34,156
+2,465
+8% +$533K 0.95% 15
2021
Q4 		$6.88M Buy
31,691
+2,221
+8% +$477K 0.84% 30
2021
Q3 		$6.55M Buy
29,470
+3,122
+12% +$732K 0.89% 22
2021
Q2 		$6.18M Buy
26,348
+77
+0.3% +$17.6K 0.85% 24
2021
Q1 		$5.56M Buy
26,271
+686
+3% +$144K 0.82% 40
2020
Q4 		$5.6M Buy
25,585
+1,375
+6% +$281K 0.87% 31
2020
Q3 		$4.84M Sell
24,210
-13,331
-36% -$2.66M 0.87% 32
2020
Q2 		$7.27M Buy
37,541
+5,508
+17% +$1.01M 1.48% 5
2020
Q1 		$5.15M Sell
32,033
-2,475
-7% -$466K 1.33% 6
2019
Q4 		$6.48M Buy
+34,508
New +$6.22M 1.28% 3

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Marks Group Wealth Management's V Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Visa (V) stake by 15% in Q1 2026, selling an estimated $1.68M and leaving 29,025 shares worth $8.77M. The position accounts for 0.85% of the portfolio, ranked #22.

Marks Group Wealth Management first reported a position in V in Q4 2019 and has held it in 26 quarters since. The position peaked at $20M in Q1 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Marks Group Wealth Management held 29,025 shares of Visa worth $8.77M as of Q1 2026.
  • Marks Group Wealth Management sold 5,219 Visa shares in Q1 2026, an estimated $1.68M.
  • Visa made up 0.85% of Marks Group Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Marks Group Wealth Management first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Visa position peaked at $20M in Q1 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.