NWM
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Navigoe Wealth Management’s Visa V Stock Holding History

Navigoe 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 		$64K Buy
188
+11
+6% +$3.53K 0.03% 78
2026
Q1 		$53K Sell
177
-73
-29% -$23.5K 0.03% 76
2025
Q4 		$87K Hold
250
– – 0.05% 65
2025
Q3 		$85K Buy
250
+80
+47% +$27.7K 0.05% 64
2025
Q2 		$60K Hold
170
– – 0.05% 61
2025
Q1 		$59K Hold
170
– – 0.05% 61
2024
Q4 		$53K Buy
+170
New +$51.1K 0.05% 63

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

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

Navigoe Wealth Management increased its Visa (V) stake by 6.2% in Q2 2026, buying an estimated $3.53K and bringing the position to 188 shares worth $64K. The position accounts for 0.03% of the portfolio, ranked #78.

Navigoe Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $87K in Q4 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Navigoe Wealth Management held 188 shares of Visa worth $64K as of Q2 2026.
  • Navigoe Wealth Management bought 11 Visa shares in Q2 2026, an estimated $3.53K.
  • Visa made up 0.03% of Navigoe Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Navigoe Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Navigoe Wealth Management's Visa position peaked at $87K in Q4 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.