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Potentia Wealth’s Visa V Stock Holding History

Potentia Wealth’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 		$565K Sell
1,646
-326
-17% -$105K 0.23% 45
2026
Q1 		$596K Sell
1,972
-274
-12% -$88.1K 0.23% 47
2025
Q4 		$788K Buy
2,246
+1
+0% +$341 0.29% 44
2025
Q3 		$767K Hold
2,245
– – 0.29% 44
2025
Q2 		$797K Hold
2,245
– – 0.45% 27
2025
Q1 		$787K Hold
2,245
– – 0.37% 37
2024
Q4 		$709K Buy
+2,245
New +$675K 0.32% 46

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

Potentia Wealth's V Position: Q2 2026 in Review

Potentia Wealth reduced its Visa (V) stake by 17% in Q2 2026, selling an estimated $105K and leaving 1,646 shares worth $565K. The position accounts for 0.23% of the portfolio, ranked #45.

Potentia Wealth first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $797K in Q2 2025. 4,585 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Potentia Wealth held 1,646 shares of Visa worth $565K as of Q2 2026.
  • Potentia Wealth sold 326 Visa shares in Q2 2026, an estimated $105K.
  • Visa made up 0.23% of Potentia Wealth's portfolio in Q2 2026, its #45 holding.
  • Potentia Wealth first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Potentia Wealth's Visa position peaked at $797K in Q2 2025.
  • 4,585 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.