MWM
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Momentous Wealth Management’s Visa V Stock Holding History

Momentous 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 		$323K Buy
942
+29
+3% +$9.31K 0.17% 31
2026
Q1 		$276K Sell
913
-255
-22% -$82K 0.16% 32
2025
Q4 		$410K Sell
1,168
-3
-0.3% -$1.02K 0.23% 28
2025
Q3 		$400K Sell
1,171
-27
-2% -$9.35K 0.25% 23
2025
Q2 		$425K Buy
1,198
+27
+2% +$9.41K 0.27% 25
2025
Q1 		$410K Buy
1,171
+36
+3% +$12.2K 0.29% 25
2024
Q4 		$359K Buy
+1,135
New +$341K 0.3% 19

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

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

Momentous Wealth Management increased its Visa (V) stake by 3.2% in Q2 2026, buying an estimated $9.31K and bringing the position to 942 shares worth $323K. The position accounts for 0.17% of the portfolio, ranked #31.

Momentous Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $425K in Q2 2025. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Momentous Wealth Management held 942 shares of Visa worth $323K as of Q2 2026.
  • Momentous Wealth Management bought 29 Visa shares in Q2 2026, an estimated $9.31K.
  • Visa made up 0.17% of Momentous Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Momentous Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Momentous Wealth Management's Visa position peaked at $425K in Q2 2025.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Momentous Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.