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Parr McKnight Wealth Management Group’s Visa V Stock Holding History

Parr McKnight Wealth Management Group’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
Q1 		$2.81M Buy
9,305
+1,365
+17% +$439K 0.37% 92
2025
Q4 		$2.78M Buy
7,940
+264
+3% +$89.9K 0.37% 90
2025
Q3 		$2.62M Buy
7,676
+1,073
+16% +$371K 0.34% 93
2025
Q2 		$2.34M Buy
6,603
+319
+5% +$111K 0.32% 102
2025
Q1 		$2.2M Buy
6,284
+805
+15% +$272K 0.32% 109
2024
Q4 		$1.73M Buy
+5,479
New +$1.65M 0.25% 104

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Parr McKnight Wealth Management Group's V Position: Q1 2026 in Review

Parr McKnight Wealth Management Group increased its Visa (V) stake by 17% in Q1 2026, buying an estimated $439K and bringing the position to 9,305 shares worth $2.81M. The position accounts for 0.37% of the portfolio, ranked #92.

Parr McKnight Wealth Management Group first reported a position in V in Q4 2024 and has held it in 6 quarters since. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Parr McKnight Wealth Management Group held 9,305 shares of Visa worth $2.81M as of Q1 2026.
  • Parr McKnight Wealth Management Group bought 1,365 Visa shares in Q1 2026, an estimated $439K.
  • Visa made up 0.37% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #92 holding.
  • Parr McKnight Wealth Management Group first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.