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
Q2 		$2.33M Buy
6,780
+310
+5% +$99.5K 0.45% 22
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 $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

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

Mindset Wealth Management increased its Visa (V) stake by 4.8% in Q2 2026, buying an estimated $99.5K and bringing the position to 6,780 shares worth $2.33M. The position accounts for 0.45% of the portfolio, ranked #22.

Mindset Wealth Management first reported a position in V in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.34M in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Mindset Wealth Management held 6,780 shares of Visa worth $2.33M as of Q2 2026.
  • Mindset Wealth Management bought 310 Visa shares in Q2 2026, an estimated $99.5K.
  • Visa made up 0.45% of Mindset Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Mindset Wealth Management first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
  • Mindset Wealth Management's Visa position peaked at $2.34M in Q2 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.