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Mosley Wealth Management’s Visa V Stock Holding History

Mosley 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 		$470K Sell
1,369
-108
-7% -$34.7K 0.15% 103
2026
Q1 		$504K Sell
1,477
-13
-0.9% -$4.18K 0.23% 93
2025
Q4 		$524K Buy
+1,490
New +$508K 0.24% 97
2024
Q4 		$506K Buy
1,506
+128
+9% +$38.5K 0.31% 74
2024
Q3 		$395K Buy
1,378
+212
+18% +$57.3K 0.27% 82
2024
Q2 		$306K Buy
1,166
+27
+2% +$7.4K 0.26% 81
2024
Q1 		$318K Sell
1,139
-46
-4% -$12.7K 0.3% 76
2023
Q4 		$309K Buy
+1,185
New +$292K 0.3% 74

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Mosley Wealth Management reduced its Visa (V) stake by 7.3% in Q2 2026, selling an estimated $34.7K and leaving 1,369 shares worth $470K. The position accounts for 0.15% of the portfolio, ranked #103.

Mosley Wealth Management first reported a position in V in Q4 2023 and has held it in 8 quarters since. The position peaked at $524K in Q4 2025. 2,901 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Mosley Wealth Management held 1,369 shares of Visa worth $470K as of Q2 2026.
  • Mosley Wealth Management sold 108 Visa shares in Q2 2026, an estimated $34.7K.
  • Visa made up 0.15% of Mosley Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Mosley Wealth Management first reported a position in Visa in Q4 2023 and has held it in 8 quarters since.
  • Mosley Wealth Management's Visa position peaked at $524K in Q4 2025.
  • 2,901 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.