MWM
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Moran Wealth Management’s Visa V Stock Holding History

Moran 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 		$27.4M Sell
79,975
-4,609
-5% -$1.48M 0.75% 25
2026
Q1 		$25.6M Buy
84,584
+21,672
+34% +$6.97M 0.78% 19
2025
Q4 		$22.1M Buy
62,912
+6,297
+11% +$2.15M 0.68% 34
2025
Q3 		$19.3M Buy
56,615
+3,788
+7% +$1.31M 0.58% 48
2025
Q2 		$18.8M Buy
+52,827
New +$18.4M 0.58% 47
2023
Q1 		– Sell
-1,115
Closed -$232K – 374
2022
Q4 		$232K Buy
+1,115
New +$225K 0.01% 331

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

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

Moran Wealth Management reduced its Visa (V) stake by 5.4% in Q2 2026, selling an estimated $1.48M and leaving 79,975 shares worth $27.4M. The position accounts for 0.75% of the portfolio, ranked #25.

Moran Wealth Management first reported a position in V in Q4 2022 and has held it in 6 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Moran Wealth Management held 79,975 shares of Visa worth $27.4M as of Q2 2026.
  • Moran Wealth Management sold 4,609 Visa shares in Q2 2026, an estimated $1.48M.
  • Visa made up 0.75% of Moran Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Moran Wealth Management first reported a position in Visa in Q4 2022 and has held it in 6 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.