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Meadowbrook Wealth Management’s Visa V Stock Holding History

Meadowbrook 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 		$2.28M Sell
6,657
-81
-1% -$26K 2.46% 10
2026
Q1 		$2.04M Hold
6,738
– – 2.7% 9
2025
Q4 		$2.36M Sell
6,738
-130
-2% -$44.3K 2.7% 10
2025
Q3 		$2.34M Buy
+6,868
New +$2.38M 2.44% 11

Other funds holding V

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Meadowbrook Wealth Management reduced its Visa (V) stake by 1.2% in Q2 2026, selling an estimated $26K and leaving 6,657 shares worth $2.28M. The position accounts for 2.46% of the portfolio, ranked #10.

Meadowbrook Wealth Management first reported a position in V in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.36M in Q4 2025. 2,779 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Meadowbrook Wealth Management held 6,657 shares of Visa worth $2.28M as of Q2 2026.
  • Meadowbrook Wealth Management sold 81 Visa shares in Q2 2026, an estimated $26K.
  • Visa made up 2.46% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Meadowbrook Wealth Management first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • Meadowbrook Wealth Management's Visa position peaked at $2.36M in Q4 2025.
  • 2,779 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.