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Massachusetts Wealth Management’s Visa V Stock Holding History

Massachusetts 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 		$274K Hold
799
– – 0.1% 94
2026
Q1 		$241K Hold
799
– – 0.1% 92
2025
Q4 		$280K Hold
799
– – 0.13% 89
2025
Q3 		$273K Hold
799
– – 0.14% 89
2025
Q2 		$284K Hold
799
– – 0.16% 84
2025
Q1 		$280K Hold
799
– – 0.19% 77
2024
Q4 		$253K Hold
799
– – 0.16% 86
2024
Q3 		$220K Sell
799
-62
-7% -$16.8K 0.14% 88
2024
Q2 		$226K Hold
861
– – 0.15% 92
2024
Q1 		$240K Buy
+861
New +$238K 0.17% 88

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

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

Massachusetts Wealth Management held its Visa (V) position steady in Q2 2026 at 799 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #94.

Massachusetts Wealth Management first reported a position in V in Q1 2024 and has held it in 10 quarters since. The position peaked at $284K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Massachusetts Wealth Management held 799 shares of Visa worth $274K as of Q2 2026.
  • Massachusetts Wealth Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.1% of Massachusetts Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Massachusetts Wealth Management first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • Massachusetts Wealth Management's Visa position peaked at $284K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.