MWM
V icon

Mattern Wealth Management’s Visa V Stock Holding History

Mattern 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 		$3.94M Buy
11,491
+1,497
+15% +$481K 0.65% 30
2026
Q1 		$3.02M Sell
9,994
-170
-2% -$54.7K 0.59% 32
2025
Q4 		$3.56M Sell
10,164
-75
-0.7% -$25.6K 0.69% 28
2025
Q3 		$3.5M Sell
10,239
-101
-1% -$35K 0.7% 28
2025
Q2 		$3.67M Sell
10,340
-3
-0% -$1.05K 0.76% 27
2025
Q1 		$3.62M Sell
10,343
-154
-1% -$52.1K 0.8% 24
2024
Q4 		$3.32M Sell
10,497
-141
-1% -$42.4K 0.73% 27
2024
Q3 		$2.93M Sell
10,638
-4,943
-32% -$1.34M 0.64% 34
2024
Q2 		$4.09M Buy
15,581
+5,133
+49% +$1.41M 0.98% 22
2024
Q1 		$2.92M Buy
10,448
+504
+5% +$139K 0.71% 42
2023
Q4 		$2.59M Buy
9,944
+459
+5% +$113K 0.67% 43
2023
Q3 		$2.18M Sell
9,485
-315
-3% -$75.7K 0.64% 45
2023
Q2 		$2.33M Sell
9,800
-21
-0.2% -$4.81K 0.68% 39
2023
Q1 		$2.21M Sell
9,821
-4,825
-33% -$1.07M 0.73% 39
2022
Q4 		$3.04M Sell
14,646
-195
-1% -$39.3K 1.23% 21
2022
Q3 		$2.64M Sell
14,841
-63
-0.4% -$12.8K 1.06% 23
2022
Q2 		$2.93M Hold
14,904
– – 1.15% 22
2022
Q1 		$3.31M Buy
14,904
+1,294
+10% +$280K 1.08% 22
2021
Q4 		$2.95M Sell
13,610
-70
-0.5% -$15K 0.87% 33
2021
Q3 		$3.05M Buy
13,680
+241
+2% +$56.5K 1.02% 23
2021
Q2 		$3.33M Buy
13,439
+689
+5% +$158K 1.06% 23
2021
Q1 		$2.7M Buy
12,750
+5,526
+76% +$1.16M 0.95% 29
2020
Q4 		$1.58M Buy
7,224
+367
+5% +$75.1K 0.6% 48
2020
Q3 		$1.37M Sell
6,857
-10
-0.1% -$2K 0.59% 50
2020
Q2 		$1.33M Buy
6,867
+100
+1% +$18.3K 0.64% 47
2020
Q1 		$1.09M Buy
6,767
+283
+4% +$53.3K 0.79% 40
2019
Q4 		$1.22M Buy
+6,484
New +$1.17M 0.73% 53

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

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

Mattern Wealth Management increased its Visa (V) stake by 15% in Q2 2026, buying an estimated $481K and bringing the position to 11,491 shares worth $3.94M. The position accounts for 0.65% of the portfolio, ranked #30.

Mattern Wealth Management first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.09M in Q2 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Mattern Wealth Management held 11,491 shares of Visa worth $3.94M as of Q2 2026.
  • Mattern Wealth Management bought 1,497 Visa shares in Q2 2026, an estimated $481K.
  • Visa made up 0.65% of Mattern Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Mattern Wealth Management first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's Visa position peaked at $4.09M in Q2 2024.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.