MPW
V icon

MASECO Private Wealth’s Visa V Stock Holding History

MASECO Private 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
Q1 		$125K Buy
412
+28
+7% +$9K ﹤0.01% 117
2025
Q4 		$135K Buy
384
+213
+125% +$72.6K 0.01% 107
2025
Q3 		$58.5K Sell
171
-75
-30% -$26K ﹤0.01% 81
2025
Q2 		$87.4K Buy
+246
New +$85.7K ﹤0.01% 136

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

MASECO Private Wealth's V Position: Q1 2026 in Review

MASECO Private Wealth increased its Visa (V) stake by 7.3% in Q1 2026, buying an estimated $9K and bringing the position to 412 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #117.

MASECO Private Wealth first reported a position in V in Q2 2025 and has held it in 4 quarters since. The position peaked at $135K in Q4 2025. 4,448 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • MASECO Private Wealth held 412 shares of Visa worth $125K as of Q1 2026.
  • MASECO Private Wealth bought 28 Visa shares in Q1 2026, an estimated $9K.
  • Visa made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #117 holding.
  • MASECO Private Wealth first reported a position in Visa in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's Visa position peaked at $135K in Q4 2025.
  • 4,448 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.