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Money Concepts Capital’s Visa V Stock Holding History

Money Concepts Capital’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 		$1.89M Buy
6,253
+488
+8% +$157K 0.1% 193
2025
Q4 		$2.02M Buy
5,765
+336
+6% +$114K 0.11% 168
2025
Q3 		$1.85M Buy
5,429
+404
+8% +$140K 0.11% 180
2025
Q2 		$1.78M Buy
5,025
+1,915
+62% +$667K 0.12% 166
2025
Q1 		$1.09M Buy
3,110
+130
+4% +$44K 0.08% 210
2024
Q4 		$942K Sell
2,980
-86
-3% -$25.9K 0.07% 220
2024
Q3 		$843K Buy
3,066
+396
+15% +$107K 0.06% 234
2024
Q2 		$701K Sell
2,670
-102
-4% -$28K 0.06% 246
2024
Q1 		$774K Sell
2,772
-306
-10% -$84.5K 0.07% 234
2023
Q4 		$801K Sell
3,078
-108
-3% -$26.6K 0.07% 220
2023
Q3 		$733K Buy
3,186
+45
+1% +$10.8K 0.08% 216
2023
Q2 		$746K Sell
3,141
-4,104
-57% -$939K 0.08% 222
2023
Q1 		$1.65M Sell
7,245
-8,613
-54% -$1.92M 0.09% 167
2022
Q4 		$3.29M Buy
15,858
+7,523
+90% +$1.52M 0.15% 137
2022
Q3 		$1.48M Buy
8,335
+4,410
+112% +$897K 0.09% 193
2022
Q2 		$782K Sell
3,925
-5,679
-59% -$1.17M 0.07% 223
2022
Q1 		$2.13M Buy
9,604
+5,840
+155% +$1.26M 0.12% 183
2021
Q4 		$816K Buy
+3,764
New +$808K 0.07% 233
2021
Q1 		$864K Sell
4,079
-505
-11% -$106K 0.07% 232
2020
Q4 		$1M Buy
+4,584
New +$938K 0.09% 186

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

Money Concepts Capital's V Position: Q1 2026 in Review

Money Concepts Capital increased its Visa (V) stake by 8.5% in Q1 2026, buying an estimated $157K and bringing the position to 6,253 shares worth $1.89M. The position accounts for 0.1% of the portfolio, ranked #193.

Money Concepts Capital first reported a position in V in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.29M in Q4 2022. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Money Concepts Capital held 6,253 shares of Visa worth $1.89M as of Q1 2026.
  • Money Concepts Capital bought 488 Visa shares in Q1 2026, an estimated $157K.
  • Visa made up 0.1% of Money Concepts Capital's portfolio in Q1 2026, its #193 holding.
  • Money Concepts Capital first reported a position in Visa in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Visa position peaked at $3.29M in Q4 2022.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.