Parisi Gray Wealth Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.35M Sell
3,943
-70
-2% -$22.5K 0.28% 66
2026
Q1
$1.21M Buy
4,013
+14
+0.4% +$4.5K 0.29% 62
2025
Q4
$1.4M Sell
3,999
-33
-0.8% -$11.2K 0.32% 55
2025
Q3
$1.38M Buy
4,032
+2
+0% +$692 0.36% 53
2025
Q2
$1.43M Sell
4,030
-35
-0.9% -$12.2K 0.41% 48
2025
Q1
$1.42M Buy
4,065
+95
+2% +$32.1K 0.47% 44
2024
Q4
$1.25M Sell
3,970
-72
-2% -$21.6K 0.4% 47
2024
Q3
$1.11M Buy
4,042
+41
+1% +$11.1K 0.37% 49
2024
Q2
$1.05M Buy
4,001
+87
+2% +$23.8K 0.38% 50
2024
Q1
$1.09M Buy
3,914
+175
+5% +$48.3K 0.41% 46
2023
Q4
$973K Sell
3,739
-3
-0.1% -$739 0.39% 52
2023
Q3
$861K Buy
3,742
+66
+2% +$15.9K 0.39% 50
2023
Q2
$829K Hold
3,676
0.38% 52
2023
Q1
$829K Buy
3,676
+27
+0.7% +$6.01K 0.52% 41
2022
Q4
$758K Sell
3,649
-22
-0.6% -$4.44K 0.37% 54
2022
Q3
$652K Sell
3,671
-10
-0.3% -$2.04K 0.5% 41
2022
Q2
$725K Buy
3,681
+16
+0.4% +$3.31K 0.38% 50
2022
Q1
$813K Sell
3,665
-159
-4% -$34.4K 0.33% 59
2021
Q4
$829K Buy
3,824
+23
+0.6% +$4.94K 0.31% 60
2021
Q3
$876K Sell
3,801
-22
-0.6% -$5.16K 0.36% 56
2021
Q2
$894K Sell
3,823
-44
-1% -$10.1K 0.33% 59
2021
Q1
$819K Buy
3,867
+9
+0.2% +$1.89K 0.34% 61
2020
Q4
$844K Buy
3,858
+74
+2% +$15.1K 0.37% 54
2020
Q3
$757K Buy
3,784
+88
+2% +$17.6K 0.39% 50
2020
Q2
$714K Buy
3,696
+61
+2% +$11.1K 0.41% 50
2020
Q1
$586K Sell
3,635
-185
-5% -$34.9K 0.41% 55
2019
Q4
$718K Sell
3,820
-224
-6% -$40.4K 0.41% 55
2019
Q3
$696K Buy
4,044
+185
+5% +$33K 0.46% 52
2019
Q2
$670K Buy
3,859
+71
+2% +$11.6K 0.46% 52
2019
Q1
$592K Hold
3,788
0.38% 52
2018
Q4
$496K Buy
3,788
+1
+0% +$138 0.34% 61
2018
Q3
$568K Buy
3,787
+509
+16% +$72.4K 0.35% 64
2018
Q2
$440K Buy
3,278
+263
+9% +$33.9K 0.29% 78
2018
Q1
$359K Sell
3,015
-145
-5% -$17.6K 0.28% 78
2017
Q4
$362K Buy
+3,160
New +$349K 0.27% 80

Other funds holding V

Parisi Gray Wealth Management's V Position: Q2 2026 in Review

Parisi Gray Wealth Management reduced its Visa (V) stake by 1.7% in Q2 2026, selling an estimated $22.5K and leaving 3,943 shares worth $1.35M. The position accounts for 0.28% of the portfolio, ranked #66.

Parisi Gray Wealth Management first reported a position in V in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.43M in Q2 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Parisi Gray Wealth Management held 3,943 shares of Visa worth $1.35M as of Q2 2026.
  • Parisi Gray Wealth Management sold 70 Visa shares in Q2 2026, an estimated $22.5K.
  • Visa made up 0.28% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Parisi Gray Wealth Management first reported a position in Visa in Q4 2017 and has held it in 35 quarters since.
  • Parisi Gray Wealth Management's Visa position peaked at $1.43M in Q2 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.