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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
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 $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

Potentia Wealth's V Position: Q1 2026 in Review

Potentia Wealth reduced its Visa (V) stake by 12% in Q1 2026, selling an estimated $88.1K and leaving 1,972 shares worth $596K. The position accounts for 0.23% of the portfolio, ranked #47.

Potentia Wealth first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $797K in Q2 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Potentia Wealth held 1,972 shares of Visa worth $596K as of Q1 2026.
  • Potentia Wealth sold 274 Visa shares in Q1 2026, an estimated $88.1K.
  • Visa made up 0.23% of Potentia Wealth's portfolio in Q1 2026, its #47 holding.
  • Potentia Wealth first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Potentia Wealth's Visa position peaked at $797K in Q2 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.