MWM
V icon

MGB Wealth Management’s Visa V Stock Holding History

MGB 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
2025
Q4 		$2.21M Buy
6,280
+147
+2% +$50.1K 0.63% 36
2025
Q3 		$2.09M Sell
6,133
-144
-2% -$49.8K 0.59% 35
2025
Q2 		$2.22M Sell
6,277
-200
-3% -$69.7K 0.73% 28
2025
Q1 		$2.26M Buy
6,477
+703
+12% +$238K 0.82% 29
2024
Q4 		$1.82M Buy
5,774
+305
+6% +$91.7K 0.57% 35
2024
Q3 		$1.5M Sell
5,469
-1,038
-16% -$281K 0.55% 44
2024
Q2 		$1.72M Buy
6,507
+323
+5% +$88.5K 0.64% 36
2024
Q1 		$1.73M Hold
6,184
– – 0.7% 33
2023
Q4 		$1.61M Buy
+6,184
New +$1.52M 0.81% 34

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MGB Wealth Management's V Position: Q4 2025 in Review

MGB Wealth Management increased its Visa (V) stake by 2.4% in Q4 2025, buying an estimated $50.1K and bringing the position to 6,280 shares worth $2.21M. The position accounts for 0.63% of the portfolio, ranked #36.

MGB Wealth Management first reported a position in V in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.26M in Q1 2025. 4,590 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • MGB Wealth Management held 6,280 shares of Visa worth $2.21M as of Q4 2025.
  • MGB Wealth Management bought 147 Visa shares in Q4 2025, an estimated $50.1K.
  • Visa made up 0.63% of MGB Wealth Management's portfolio in Q4 2025, its #36 holding.
  • MGB Wealth Management first reported a position in Visa in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's Visa position peaked at $2.26M in Q1 2025.
  • 4,590 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.