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Peck Wealth Management’s Visa V Stock Holding History

Peck 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 		$687K Hold
2,003
– – 0.58% 44
2026
Q1 		$605K Sell
2,003
-125
-6% -$40.2K 0.61% 43
2025
Q4 		$746K Hold
2,128
– – 0.71% 38
2025
Q3 		$726K Buy
+2,128
New +$737K 0.69% 39

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

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

Peck Wealth Management held its Visa (V) position steady in Q2 2026 at 2,003 shares worth $687K. The position accounts for 0.58% of the portfolio, ranked #44.

Peck Wealth Management first reported a position in V in Q3 2025 and has held it in 4 quarters since. The position peaked at $746K in Q4 2025. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Peck Wealth Management held 2,003 shares of Visa worth $687K as of Q2 2026.
  • Peck Wealth Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.58% of Peck Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Peck Wealth Management first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • Peck Wealth Management's Visa position peaked at $746K in Q4 2025.
  • 4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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