MBE Wealth Management’s Visa V Stock Holding History

MBE 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	$568K	Sell	1,656 -20	-1%	-$6.42K	0.2%	70
2026 Q1	$506K	Buy	1,676 +8	+0.5%	+$2.57K	0.21%	65
2025 Q4	$585K	Buy	1,668 +80	+5%	+$27.3K	0.25%	54
2025 Q3	$542K	Buy	1,588 +243	+18%	+$84.1K	0.23%	59
2025 Q2	$478K	Buy	1,345 +59	+5%	+$20.6K	0.21%	63
2025 Q1	$451K	Buy	+1,286	New	+$435K	0.22%	59
2020 Q2	–	Sell	-415	Closed	-$66K	–	489
2020 Q1	$66K	Buy	+415	New	+$78.2K	0.06%	98

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

MBE Wealth Management reduced its Visa (V) stake by 1.2% in Q2 2026, selling an estimated $6.42K and leaving 1,656 shares worth $568K. The position accounts for 0.2% of the portfolio, ranked #70.

MBE Wealth Management first reported a position in V in Q1 2020 and has held it in 7 quarters since. The position peaked at $585K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

MBE Wealth Management held 1,656 shares of Visa worth $568K as of Q2 2026.
MBE Wealth Management sold 20 Visa shares in Q2 2026, an estimated $6.42K.
Visa made up 0.2% of MBE Wealth Management's portfolio in Q2 2026, its #70 holding.
MBE Wealth Management first reported a position in Visa in Q1 2020 and has held it in 7 quarters since.
MBE Wealth Management's Visa position peaked at $585K in Q4 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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