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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Modern Wealth Management increased its Visa (V) stake by 3.6% in Q1 2026, buying an estimated $171K and bringing the position to 15,284 shares worth $4.56M. The position accounts for 0.08% of the portfolio, ranked #207.

Modern Wealth Management first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.17M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Modern Wealth Management held 15,284 shares of Visa worth $4.56M as of Q1 2026.
Modern Wealth Management bought 531 Visa shares in Q1 2026, an estimated $171K.
Visa made up 0.08% of Modern Wealth Management's portfolio in Q1 2026, its #207 holding.
Modern Wealth Management first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's Visa position peaked at $5.17M in Q4 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.