NWM
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Nolet Wealth Management’s Visa V Stock Holding History

Nolet 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 		$351K Buy
1,023
+156
+18% +$50.1K 0.19% 69
2026
Q1 		$262K Sell
867
-68
-7% -$21.9K 0.15% 77
2025
Q4 		$328K Buy
+935
New +$319K 0.18% 64

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

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

Nolet Wealth Management increased its Visa (V) stake by 18% in Q2 2026, buying an estimated $50.1K and bringing the position to 1,023 shares worth $351K. The position accounts for 0.19% of the portfolio, ranked #69.

Nolet Wealth Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Nolet Wealth Management held 1,023 shares of Visa worth $351K as of Q2 2026.
  • Nolet Wealth Management bought 156 Visa shares in Q2 2026, an estimated $50.1K.
  • Visa made up 0.19% of Nolet Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Nolet Wealth Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Nolet Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.