MWM
V icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Momentous Wealth Management reduced its Visa (V) stake by 22% in Q1 2026, selling an estimated $82K and leaving 913 shares worth $276K. The position accounts for 0.16% of the portfolio, ranked #32.

Momentous Wealth Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $425K in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Momentous Wealth Management held 913 shares of Visa worth $276K as of Q1 2026.
  • Momentous Wealth Management sold 255 Visa shares in Q1 2026, an estimated $82K.
  • Visa made up 0.16% of Momentous Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Momentous Wealth Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Momentous Wealth Management's Visa position peaked at $425K in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.