MWM
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MinichMacGregor Wealth Management’s Visa V Stock Holding History

MinichMacGregor 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 		$253K Hold
738
– – 0.04% 129
2026
Q1 		$223K Sell
738
-261
-26% -$83.9K 0.04% 120
2025
Q4 		$350K Sell
999
-18
-2% -$6.13K 0.06% 91
2025
Q3 		$347K Sell
1,017
-53
-5% -$18.3K 0.07% 100
2025
Q2 		$380K Sell
1,070
-576
-35% -$201K 0.08% 89
2025
Q1 		$577K Buy
1,646
+133
+9% +$45K 0.13% 64
2024
Q4 		$478K Buy
1,513
+373
+33% +$112K 0.1% 71
2024
Q3 		$313K Hold
1,140
– – 0.07% 93
2024
Q2 		$299K Sell
1,140
-24
-2% -$6.58K 0.07% 85
2024
Q1 		$324K Buy
1,164
+310
+36% +$85.6K 0.08% 81
2023
Q4 		$222K Buy
+854
New +$210K 0.06% 96
2023
Q1 		– Sell
-713
Closed -$148K – 620
2022
Q4 		$148K Buy
+713
New +$144K 0.05% 98
2020
Q2 		– Sell
-1,369
Closed -$227K – 114
2020
Q1 		$227K Buy
+1,369
New +$258K 0.2% 76
2019
Q1 		– Sell
-27,487
Closed -$2.89M – 112
2018
Q4 		$2.89M Buy
27,487
+27,027
+5,875% +$3.73M 1.98% 13
2018
Q3 		$69K Buy
460
+8
+2% +$1.14K 0.05% 105
2018
Q2 		$59K Buy
452
+3
+0.7% +$386 0.04% 105
2018
Q1 		$53K Sell
449
-6
-1% -$727 0.04% 109
2017
Q4 		$51K Buy
455
+28
+7% +$3.09K 0.04% 114
2017
Q3 		$44K Sell
427
-3
-0.7% -$304 0.04% 112
2017
Q2 		$40K Sell
430
-24
-5% -$2.23K 0.03% 111
2017
Q1 		$40K Sell
454
-5
-1% -$430 0.04% 118
2016
Q4 		$35K Buy
459
+10
+2% +$804 0.03% 132
2016
Q3 		$37K Buy
449
+20
+5% +$1.6K 0.03% 140
2016
Q2 		$31K Sell
429
-7
-2% -$548 0.03% 140
2016
Q1 		$33K Sell
436
-84
-16% -$6.1K 0.03% 134
2015
Q4 		$35K Buy
+520
New +$40.3K 0.03% 129

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

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

MinichMacGregor Wealth Management held its Visa (V) position steady in Q2 2026 at 738 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #129.

MinichMacGregor Wealth Management first reported a position in V in Q4 2015 and has held it in 26 quarters since. The position peaked at $2.89M in Q4 2018. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • MinichMacGregor Wealth Management held 738 shares of Visa worth $253K as of Q2 2026.
  • MinichMacGregor Wealth Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #129 holding.
  • MinichMacGregor Wealth Management first reported a position in Visa in Q4 2015 and has held it in 26 quarters since.
  • MinichMacGregor Wealth Management's Visa position peaked at $2.89M in Q4 2018.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.