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Mascoma Wealth Management’s Visa V Stock Holding History

Mascoma 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 		$422K Sell
1,229
-27
-2% -$8.67K 0.08% 63
2026
Q1 		$380K Sell
1,256
-281
-18% -$90.4K 0.08% 64
2025
Q4 		$539K Sell
1,537
-24
-2% -$8.18K 0.12% 54
2025
Q3 		$533K Sell
1,561
-42
-3% -$14.5K 0.12% 55
2025
Q2 		$569K Hold
1,603
– – 0.13% 49
2025
Q1 		$562K Sell
1,603
-94
-6% -$31.8K 0.14% 50
2024
Q4 		$536K Buy
1,697
+155
+10% +$46.6K 0.13% 50
2024
Q3 		$424K Sell
1,542
-5
-0.3% -$1.35K 0.11% 63
2024
Q2 		$406K Buy
1,547
+295
+24% +$80.9K 0.11% 66
2024
Q1 		$349K Hold
1,252
– – 0.1% 71
2023
Q4 		$326K Hold
1,252
– – 0.1% 76
2023
Q3 		$288K Buy
1,252
+244
+24% +$58.7K 0.09% 80
2023
Q2 		$241K Sell
1,008
-213
-17% -$48.8K 0.07% 92
2023
Q1 		$284K Buy
1,221
+42
+4% +$9.35K 0.08% 95
2022
Q4 		$245K Sell
1,179
-78
-6% -$15.7K 0.08% 101
2022
Q3 		$223K Sell
1,257
-46
-4% -$9.36K 0.08% 103
2022
Q2 		$257K Buy
1,303
+29
+2% +$5.99K 0.09% 99
2022
Q1 		$283K Buy
1,274
+227
+22% +$49.1K 0.09% 100
2021
Q4 		$227K Buy
1,047
+249
+31% +$53.5K 0.08% 100
2021
Q3 		$178K Buy
+798
New +$187K 0.07% 108
2021
Q2 		– Sell
-764
Closed -$162K – 409
2021
Q1 		$162K Buy
+764
New +$161K 0.07% 116
2019
Q3 		– Sell
-15
Closed -$3K – 319
2019
Q2 		$3K Hold
15
– – ﹤0.01% 332
2019
Q1 		$2K Buy
+15
New +$2.16K ﹤0.01% 360
2017
Q4 		– Sell
-1
Closed – – 417
2017
Q3 		$0 Sell
1
-1,299
-100% -$132K ﹤0.01% 418
2017
Q2 		$122K Buy
+1,300
New +$121K 0.08% 102

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

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

Mascoma Wealth Management reduced its Visa (V) stake by 2.1% in Q2 2026, selling an estimated $8.67K and leaving 1,229 shares worth $422K. The position accounts for 0.08% of the portfolio, ranked #63.

Mascoma Wealth Management first reported a position in V in Q2 2017 and has held it in 25 quarters since. The position peaked at $569K in Q2 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Mascoma Wealth Management held 1,229 shares of Visa worth $422K as of Q2 2026.
  • Mascoma Wealth Management sold 27 Visa shares in Q2 2026, an estimated $8.67K.
  • Visa made up 0.08% of Mascoma Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Mascoma Wealth Management first reported a position in Visa in Q2 2017 and has held it in 25 quarters since.
  • Mascoma Wealth Management's Visa position peaked at $569K in Q2 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.