MWM
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Melfa Wealth Management’s Visa V Stock Holding History

Melfa 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 		$301K Hold
966
– – 0.16% 123
2026
Q1 		$292K Buy
966
+3
+0.3% +$965 0.17% 123
2025
Q4 		$338K Buy
963
+17
+2% +$5.79K 0.19% 117
2025
Q3 		$323K Sell
946
-13
-1% -$4.5K 0.19% 124
2025
Q2 		$341K Hold
959
– – 0.22% 116
2025
Q1 		$336K Buy
959
+54
+6% +$18.3K 0.23% 108
2024
Q4 		$286K Buy
905
+5
+0.6% +$1.5K 0.19% 126
2024
Q3 		$248K Sell
900
-40
-4% -$10.8K 0.16% 144
2024
Q2 		$247K Hold
940
– – 0.17% 132
2024
Q1 		$262K Buy
+940
New +$260K 0.19% 120

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

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

Melfa Wealth Management held its Visa (V) position steady in Q2 2026 at 966 shares worth $301K. The position accounts for 0.16% of the portfolio, ranked #123.

Melfa Wealth Management first reported a position in V in Q1 2024 and has held it in 10 quarters since. The position peaked at $341K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Melfa Wealth Management held 966 shares of Visa worth $301K as of Q2 2026.
  • Melfa Wealth Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.16% of Melfa Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Melfa Wealth Management first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • Melfa Wealth Management's Visa position peaked at $341K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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