NW
V icon

NewEdge Wealth’s Visa V Stock Holding History

NewEdge Wealth’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 		$82.8M Buy
241,478
+6,385
+3% +$2.05M 0.83% 21
2026
Q1 		$71.1M Buy
235,093
+17,297
+8% +$5.56M 0.85% 24
2025
Q4 		$76.4M Buy
217,796
+39,545
+22% +$13.5M 0.86% 19
2025
Q3 		$60.6M Buy
178,251
+620
+0.3% +$215K 0.87% 21
2025
Q2 		$59M Buy
177,631
+8,291
+5% +$2.89M 0.92% 17
2025
Q1 		$59.3M Sell
169,340
-1,376
-0.8% -$466K 1.07% 14
2024
Q4 		$54M Buy
170,716
+8,101
+5% +$2.44M 0.94% 18
2024
Q3 		$44.7M Buy
162,615
+23,355
+17% +$6.31M 0.81% 25
2024
Q2 		$36.6M Sell
139,260
-3,402
-2% -$932K 0.79% 30
2024
Q1 		$38.2M Buy
142,662
+15,773
+12% +$4.35M 0.86% 25
2023
Q4 		$33M Buy
126,889
+6,911
+6% +$1.7M 0.84% 26
2023
Q3 		$27.6M Buy
119,978
+10,127
+9% +$2.43M 0.87% 25
2023
Q2 		$26.1M Buy
109,851
+21,611
+24% +$4.95M 0.87% 25
2023
Q1 		$19.9M Buy
88,240
+2,135
+2% +$475K 0.76% 30
2022
Q4 		$17.9M Buy
86,105
+2,495
+3% +$503K 0.77% 32
2022
Q3 		$14.9M Sell
83,610
-2,766
-3% -$563K 0.7% 35
2022
Q2 		$17M Buy
86,376
+18,545
+27% +$3.83M 0.77% 30
2022
Q1 		$15M Buy
67,831
+13,424
+25% +$2.9M 0.67% 34
2021
Q4 		$11.8M Buy
54,407
+3,326
+7% +$714K 0.49% 43
2021
Q3 		$11.4M Buy
51,081
+3,347
+7% +$785K 0.68% 34
2021
Q2 		$11.2M Sell
47,734
-584
-1% -$134K 0.85% 30
2021
Q1 		$10.2M Buy
48,318
+35,221
+269% +$7.41M 1.02% 19
2020
Q4 		$2.87M Buy
+13,097
New +$2.68M 0.88% 29

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

NewEdge Wealth's V Position: Q2 2026 in Review

NewEdge Wealth increased its Visa (V) stake by 2.7% in Q2 2026, buying an estimated $2.05M and bringing the position to 241,478 shares worth $82.8M. The position accounts for 0.83% of the portfolio, ranked #21.

NewEdge Wealth first reported a position in V in Q4 2020 and has held it in 23 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • NewEdge Wealth held 241,478 shares of Visa worth $82.8M as of Q2 2026.
  • NewEdge Wealth bought 6,385 Visa shares in Q2 2026, an estimated $2.05M.
  • Visa made up 0.83% of NewEdge Wealth's portfolio in Q2 2026, its #21 holding.
  • NewEdge Wealth first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.