PWM
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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
Q2 		$20.4K Buy
59
+30
+103% +$9.63K 0.01% 118
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 $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

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

Peterson Wealth Management increased its Visa (V) stake by 103% in Q2 2026, buying an estimated $9.63K and bringing the position to 59 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #118.

Peterson Wealth Management first reported a position in V in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.15M in Q4 2019. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Peterson Wealth Management held 59 shares of Visa worth $20.4K as of Q2 2026.
  • Peterson Wealth Management bought 30 Visa shares in Q2 2026, an estimated $9.63K.
  • Visa made up 0.01% of Peterson Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Peterson Wealth Management first reported a position in Visa in Q4 2019 and has held it in 5 quarters since.
  • Peterson Wealth Management's Visa position peaked at $1.15M in Q4 2019.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.