MWPCG
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Measured Wealth Private Client Group’s Visa V Stock Holding History

Measured Wealth Private Client Group’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 		$228K Hold
665
– – 0.06% 187
2026
Q1 		$201K Hold
665
– – 0.05% 185
2025
Q4 		$233K Sell
665
-140
-17% -$47.7K 0.06% 169
2025
Q3 		$275K Sell
805
-289
-26% -$100K 0.07% 147
2025
Q2 		$388K Buy
1,094
+270
+33% +$94.1K 0.12% 118
2025
Q1 		$289K Sell
824
-388
-32% -$131K 0.09% 135
2024
Q4 		$383K Buy
1,212
+12
+1% +$3.61K 0.12% 109
2024
Q3 		$330K Sell
1,200
-354
-23% -$95.7K 0.11% 126
2024
Q2 		$408K Hold
1,554
– – 0.14% 115
2024
Q1 		$434K Hold
1,554
– – 0.15% 105
2023
Q4 		$405K Hold
1,554
– – 0.15% 109
2023
Q3 		$357K Sell
1,554
-279
-15% -$67.1K 0.14% 108
2023
Q2 		$435K Hold
1,833
– – 0.17% 106
2023
Q1 		$413K Sell
1,833
-62
-3% -$13.8K 0.16% 101
2022
Q4 		$394K Sell
1,895
-121
-6% -$24.4K 0.16% 88
2022
Q3 		$358K Sell
2,016
-141
-7% -$28.7K 0.16% 85
2022
Q2 		$425K Buy
2,157
+725
+51% +$150K 0.19% 81
2022
Q1 		$318K Buy
1,432
+15
+1% +$3.24K 0.12% 107
2021
Q4 		$307K Hold
1,417
– – 0.11% 118
2021
Q3 		$316K Sell
1,417
-174
-11% -$40.8K 0.12% 115
2021
Q2 		$372K Buy
1,591
+87
+6% +$19.9K 0.12% 114
2021
Q1 		$318K Sell
1,504
-17
-1% -$3.58K 0.11% 105
2020
Q4 		$333K Sell
1,521
-13
-0.8% -$2.66K 0.14% 88
2020
Q3 		$307K Buy
1,534
+236
+18% +$47.1K 0.15% 86
2020
Q2 		$251K Buy
+1,298
New +$237K 0.15% 89
2019
Q3 		– Sell
-3,463
Closed -$601K – 202
2019
Q2 		$601K Sell
3,463
-585
-14% -$95.8K 0.35% 51
2019
Q1 		$632K Buy
4,048
+1,620
+67% +$233K 0.39% 49
2018
Q4 		$320K Sell
2,428
-1,311
-35% -$181K 0.29% 54
2018
Q3 		$561K Buy
3,739
+1,114
+42% +$158K 0.34% 41
2018
Q2 		$347K Buy
+2,625
New +$338K 0.28% 78

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

Measured Wealth Private Client Group's V Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Visa (V) position steady in Q2 2026 at 665 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #187.

Measured Wealth Private Client Group first reported a position in V in Q2 2018 and has held it in 30 quarters since. The position peaked at $632K in Q1 2019. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Measured Wealth Private Client Group held 665 shares of Visa worth $228K as of Q2 2026.
  • Measured Wealth Private Client Group left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.06% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #187 holding.
  • Measured Wealth Private Client Group first reported a position in Visa in Q2 2018 and has held it in 30 quarters since.
  • Measured Wealth Private Client Group's Visa position peaked at $632K in Q1 2019.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.