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 Q3	$919K	Sell	2,557 -12	-0.5%	-$4.39K	0.31%	50
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Power Wealth Management's V Position: Q3 2026 in Review

Power Wealth Management reduced its Visa (V) stake by 0.47% in Q3 2026, selling an estimated $4.39K and leaving 2,557 shares worth $919K. The position accounts for 0.31% of the portfolio, ranked #50.

Power Wealth Management first reported a position in V in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q4 2025. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

Power Wealth Management held 2,557 shares of Visa worth $919K as of Q3 2026.
Power Wealth Management sold 12 Visa shares in Q3 2026, an estimated $4.39K.
Visa made up 0.31% of Power Wealth Management's portfolio in Q3 2026, its #50 holding.
Power Wealth Management first reported a position in Visa in Q4 2023 and has held it in 12 quarters since.
Power Wealth Management's Visa position peaked at $1.33M in Q4 2025.
3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Power Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.