Perissos Private Wealth Management’s Visa V Stock Holding History

Perissos Private 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	$1.64M	Buy	4,768 +15	+0.3%	+$4.82K	1.1%	30
2026 Q1	$1.44M	Sell	4,753 -377	-7%	-$121K	1.25%	26
2025 Q4	$1.8M	Sell	5,130 -400	-7%	-$136K	1.55%	22
2025 Q3	$1.89M	Buy	5,530 +6	+0.1%	+$2.08K	1.37%	21
2025 Q2	$1.96M	Buy	5,524 +3	+0.1%	+$1.05K	1.55%	21
2025 Q1	$1.93M	Sell	5,521 -898	-14%	-$304K	1.76%	17
2024 Q4	$2.03M	Buy	6,419 +29	+0.5%	+$8.72K	1.52%	20
2024 Q3	$1.76M	Buy	6,390 +1,008	+19%	+$273K	1.41%	21
2024 Q2	$1.41M	Buy	5,382 +308	+6%	+$84.4K	1.27%	26
2024 Q1	$1.42M	Buy	+5,074	New	+$1.4M	1.28%	29

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Perissos Private Wealth Management's V Position: Q2 2026 in Review

Perissos Private Wealth Management increased its Visa (V) stake by 0.32% in Q2 2026, buying an estimated $4.82K and bringing the position to 4,768 shares worth $1.64M. The position accounts for 1.1% of the portfolio, ranked #30.

Perissos Private Wealth Management first reported a position in V in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.03M in Q4 2024. 4,581 funds tracked by Wall St. Rank hold V as of Q2 2026.

Perissos Private Wealth Management held 4,768 shares of Visa worth $1.64M as of Q2 2026.
Perissos Private Wealth Management bought 15 Visa shares in Q2 2026, an estimated $4.82K.
Visa made up 1.1% of Perissos Private Wealth Management's portfolio in Q2 2026, its #30 holding.
Perissos Private Wealth Management first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
Perissos Private Wealth Management's Visa position peaked at $2.03M in Q4 2024.
4,581 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.