PWM
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Pines Wealth Management’s Visa V Stock Holding History

Pines 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 		$1.73M Sell
5,734
-183
-3% -$58.8K 0.56% 41
2025
Q4 		$2.08M Sell
5,917
-434
-7% -$148K 0.67% 30
2025
Q3 		$2.17M Sell
6,351
-555
-8% -$192K 0.73% 27
2025
Q2 		$2.48M Buy
6,906
+179
+3% +$62.4K 0.88% 25
2025
Q1 		$2.07M Buy
6,727
+69
+1% +$23.3K 0.96% 22
2024
Q4 		$2.05M Buy
+6,658
New +$2M 0.89% 25

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

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

Pines Wealth Management reduced its Visa (V) stake by 3.1% in Q1 2026, selling an estimated $58.8K and leaving 5,734 shares worth $1.73M. The position accounts for 0.56% of the portfolio, ranked #41.

Pines Wealth Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.48M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Pines Wealth Management held 5,734 shares of Visa worth $1.73M as of Q1 2026.
  • Pines Wealth Management sold 183 Visa shares in Q1 2026, an estimated $58.8K.
  • Visa made up 0.56% of Pines Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Pines Wealth Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Visa position peaked at $2.48M in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.