MWM
V icon

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
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 $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

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

Moran Wealth Management increased its Visa (V) stake by 34% in Q1 2026, buying an estimated $6.97M and bringing the position to 84,584 shares worth $25.6M. The position accounts for 0.78% of the portfolio, ranked #19.

Moran Wealth Management first reported a position in V in Q4 2022 and has held it in 5 quarters since. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Moran Wealth Management held 84,584 shares of Visa worth $25.6M as of Q1 2026.
  • Moran Wealth Management bought 21,672 Visa shares in Q1 2026, an estimated $6.97M.
  • Visa made up 0.78% of Moran Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Moran Wealth Management first reported a position in Visa in Q4 2022 and has held it in 5 quarters since.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.