MASECO Private Wealth
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
Q2 		$165K Buy
483
+71
+17% +$22.8K ﹤0.01% 120
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 		$58.4K 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 $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 $3.38T AUM 44.17% 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

MASECO Private Wealth's V Position: Q2 2026 in Review

MASECO Private Wealth increased its Visa (V) stake by 17% in Q2 2026, buying an estimated $22.8K and bringing the position to 483 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #120.

MASECO Private Wealth first reported a position in V in Q2 2025 and has held it in 5 quarters since. 4,602 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • MASECO Private Wealth held 483 shares of Visa worth $165K as of Q2 2026.
  • MASECO Private Wealth bought 71 Visa shares in Q2 2026, an estimated $22.8K.
  • Visa made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #120 holding.
  • MASECO Private Wealth first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.