PWM
V icon

Peterson Wealth Management’s Visa V Stock Holding History

Peterson 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
Q1 		$8.83K Buy
+29
New +$9.32K 0.01% 138
2020
Q3 		– Sell
-3,487
Closed -$674K – 47
2020
Q2 		$674K Sell
3,487
-1,712
-33% -$313K 0.67% 27
2020
Q1 		$838K Sell
5,199
-652
-11% -$123K 1.02% 26
2019
Q4 		$1.15M Buy
+5,851
New +$1.05M 1.04% 26

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

Peterson Wealth Management's V Position: Q1 2026 in Review

Peterson Wealth Management opened a new position in Visa (V) in Q1 2026: 29 shares worth $8.83K. The stake represents 0.01% of the portfolio and ranks #138 among its holdings. This is a return to the name: Peterson Wealth Management previously reported a position in V as recently as Q2 2020.

Peterson Wealth Management first reported a position in V in Q4 2019 and has held it in 4 quarters since. The position peaked at $1.15M in Q4 2019. 4,448 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Peterson Wealth Management held 29 shares of Visa worth $8.83K as of Q1 2026.
  • Visa was a new Peterson Wealth Management position in Q1 2026.
  • Visa made up 0.01% of Peterson Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Peterson Wealth Management first reported a position in Visa in Q4 2019 and has held it in 4 quarters since.
  • Peterson Wealth Management's Visa position peaked at $1.15M in Q4 2019.
  • 4,448 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.