McGlone Suttner Wealth Management’s Visa V Stock Holding History

McGlone Suttner 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	$384K	Buy	1,119 +44	+4%	+$14.1K	0.05%	150
2026 Q1	$325K	Buy	1,075 +1	+0.1%	+$322	0.04%	152
2025 Q4	$377K	Sell	1,074 -221	-17%	-$75.3K	0.05%	143
2025 Q3	$442K	Buy	1,295 +1	+0.1%	+$346	0.06%	130
2025 Q2	$460K	Sell	1,294 -36	-3%	-$12.5K	0.07%	123
2025 Q1	$466K	Buy	1,330 +437	+49%	+$148K	0.08%	120
2024 Q4	$282K	Buy	+893	New	+$269K	0.05%	142
2024 Q3	–	Sell	-818	Closed	-$213K	–	183
2024 Q2	$213K	Sell	818 -105	-11%	-$28.8K	0.04%	152
2024 Q1	$258K	Buy	923 +105	+13%	+$29K	0.05%	146
2023 Q4	$213K	Buy	+818	New	+$202K	0.04%	152
2023 Q3	–	Sell	-871	Closed	-$207K	–	155
2023 Q2	$207K	Buy	+871	New	+$199K	0.05%	143

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

McGlone Suttner Wealth Management's V Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Visa (V) stake by 4.1% in Q2 2026, buying an estimated $14.1K and bringing the position to 1,119 shares worth $384K. The position accounts for 0.05% of the portfolio, ranked #150.

McGlone Suttner Wealth Management first reported a position in V in Q2 2023 and has held it in 11 quarters since. The position peaked at $466K in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

McGlone Suttner Wealth Management held 1,119 shares of Visa worth $384K as of Q2 2026.
McGlone Suttner Wealth Management bought 44 Visa shares in Q2 2026, an estimated $14.1K.
Visa made up 0.05% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #150 holding.
McGlone Suttner Wealth Management first reported a position in Visa in Q2 2023 and has held it in 11 quarters since.
McGlone Suttner Wealth Management's Visa position peaked at $466K in Q1 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.