PWM
V icon

Power Wealth Management’s Visa V Stock Holding History

Power 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 		$881K Sell
2,569
-998
-28% -$320K 0.3% 54
2026
Q1 		$1.08M Sell
3,567
-235
-6% -$75.6K 0.4% 40
2025
Q4 		$1.33M Buy
3,802
+100
+3% +$34.1K 0.47% 38
2025
Q3 		$1.26M Buy
3,702
+1,956
+112% +$677K 0.46% 38
2025
Q2 		$620K Buy
1,746
+843
+93% +$294K 0.24% 59
2025
Q1 		$316K Sell
903
-33
-4% -$11.2K 0.13% 71
2024
Q4 		$296K Buy
936
+75
+9% +$22.6K 0.12% 78
2024
Q3 		$237K Buy
861
+73
+9% +$19.7K 0.1% 85
2024
Q2 		$207K Buy
788
+19
+2% +$5.21K 0.1% 97
2024
Q1 		$215K Hold
769
– – 0.13% 92
2023
Q4 		$200K Buy
+769
New +$190K 0.14% 93

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

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

Power Wealth Management reduced its Visa (V) stake by 28% in Q2 2026, selling an estimated $320K and leaving 2,569 shares worth $881K. The position accounts for 0.3% of the portfolio, ranked #54.

Power Wealth Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.33M in Q4 2025. 4,585 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Power Wealth Management held 2,569 shares of Visa worth $881K as of Q2 2026.
  • Power Wealth Management sold 998 Visa shares in Q2 2026, an estimated $320K.
  • Visa made up 0.3% of Power Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Power Wealth Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Power Wealth Management's Visa position peaked at $1.33M in Q4 2025.
  • 4,585 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.