MWM
V icon

Modern Wealth Management’s Visa V Stock Holding History

Modern 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 		$9.03M Buy
26,312
+11,028
+72% +$3.54M 0.11% 194
2026
Q1 		$4.56M Buy
15,284
+531
+4% +$171K 0.08% 207
2025
Q4 		$5.17M Buy
14,753
+987
+7% +$336K 0.09% 190
2025
Q3 		$4.7M Buy
13,766
+1,089
+9% +$377K 0.09% 187
2025
Q2 		$4.5M Buy
12,677
+443
+4% +$154K 0.11% 176
2025
Q1 		$4.29M Buy
12,234
+3,846
+46% +$1.3M 0.14% 141
2024
Q4 		$2.65M Buy
8,388
+3,320
+66% +$998K 0.1% 162
2024
Q3 		$1.39M Sell
5,068
-1,234
-20% -$334K 0.09% 142
2024
Q2 		$1.65M Buy
6,302
+474
+8% +$130K 0.12% 103
2024
Q1 		$1.63M Buy
5,828
+4,331
+289% +$1.2M 0.15% 88
2023
Q4 		$390K Buy
+1,497
New +$369K 0.05% 115

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

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

Modern Wealth Management increased its Visa (V) stake by 72% in Q2 2026, buying an estimated $3.54M and bringing the position to 26,312 shares worth $9.03M. The position accounts for 0.11% of the portfolio, ranked #194.

Modern Wealth Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Modern Wealth Management held 26,312 shares of Visa worth $9.03M as of Q2 2026.
  • Modern Wealth Management bought 11,028 Visa shares in Q2 2026, an estimated $3.54M.
  • Visa made up 0.11% of Modern Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Modern Wealth Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.