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MilWealth Group’s Visa V Stock Holding History

MilWealth 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
Q1 		$14.5K Hold
48
– – ﹤0.01% 59
2025
Q4 		$16.8K Hold
48
– – ﹤0.01% 58
2025
Q3 		$16.4K Buy
+48
New +$16.6K ﹤0.01% 55
2022
Q1 		– Sell
-131
Closed -$28.4K – 151
2021
Q4 		$28.4K Hold
131
– – 0.01% 51
2021
Q3 		$29.2K Buy
+131
New +$30.7K 0.01% 48

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

MilWealth Group's V Position: Q1 2026 in Review

MilWealth Group held its Visa (V) position steady in Q1 2026 at 48 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #59.

MilWealth Group first reported a position in V in Q3 2021 and has held it in 5 quarters since. The position peaked at $29.2K in Q3 2021. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • MilWealth Group held 48 shares of Visa worth $14.5K as of Q1 2026.
  • MilWealth Group left its Visa share count unchanged in Q1 2026.
  • Visa made up ﹤0.01% of MilWealth Group's portfolio in Q1 2026, its #59 holding.
  • MilWealth Group first reported a position in Visa in Q3 2021 and has held it in 5 quarters since.
  • MilWealth Group's Visa position peaked at $29.2K in Q3 2021.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.