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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Power Wealth Management reduced its Visa (V) stake by 6.2% in Q1 2026, selling an estimated $75.6K and leaving 3,567 shares worth $1.08M. The position accounts for 0.4% of the portfolio, ranked #40.

Power Wealth Management first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.33M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Power Wealth Management held 3,567 shares of Visa worth $1.08M as of Q1 2026.
Power Wealth Management sold 235 Visa shares in Q1 2026, an estimated $75.6K.
Visa made up 0.4% of Power Wealth Management's portfolio in Q1 2026, its #40 holding.
Power Wealth Management first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Power Wealth Management's Visa position peaked at $1.33M in Q4 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.