MWM
V icon

Mindset Wealth Management’s Visa V Stock Holding History

Mindset 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
Q1 		$1.96M Sell
6,470
-9
-0.1% -$2.89K 0.53% 18
2025
Q4 		$2.27M Sell
6,479
-90
-1% -$30.7K 0.6% 14
2025
Q3 		$2.24M Sell
6,569
-10
-0.2% -$3.46K 0.61% 12
2025
Q2 		$2.34M Buy
6,579
+137
+2% +$47.8K 0.76% 11
2025
Q1 		$2.26M Buy
6,442
+17
+0.3% +$5.75K 0.88% 9
2024
Q4 		$2.03M Buy
6,425
+21
+0.3% +$6.32K 0.74% 10
2024
Q3 		$1.76M Buy
+6,404
New +$1.73M 0.73% 10

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

Mindset Wealth Management's V Position: Q1 2026 in Review

Mindset Wealth Management reduced its Visa (V) stake by 0.14% in Q1 2026, selling an estimated $2.89K and leaving 6,470 shares worth $1.96M. The position accounts for 0.53% of the portfolio, ranked #18.

Mindset Wealth Management first reported a position in V in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.34M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Mindset Wealth Management held 6,470 shares of Visa worth $1.96M as of Q1 2026.
  • Mindset Wealth Management sold 9 Visa shares in Q1 2026, an estimated $2.89K.
  • Visa made up 0.53% of Mindset Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Mindset Wealth Management first reported a position in Visa in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Visa position peaked at $2.34M in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.