Precision Wealth Strategies’s Visa V Stock Holding History

Precision Wealth Strategies’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	$603K	Sell	1,757 -48	-3%	-$15.4K	0.18%	116
2026 Q1	$546K	Sell	1,805 -266	-13%	-$85.5K	0.18%	119
2025 Q4	$726K	Sell	2,071 -6,343	-75%	-$2.16M	0.24%	96
2025 Q3	$2.87M	Buy	8,414 +841	+11%	+$291K	0.93%	27
2025 Q2	$2.69M	Buy	+7,573	New	+$2.64M	0.87%	31
2021 Q4	–	Sell	-2,032	Closed	-$453K	–	135
2021 Q3	$453K	Buy	2,032 +754	+59%	+$177K	0.35%	69
2021 Q2	$299K	Buy	1,278 +57	+5%	+$13K	0.26%	78
2021 Q1	$259K	Buy	1,221 +222	+22%	+$46.7K	0.25%	68
2020 Q4	$219K	Buy	+999	New	+$204K	0.24%	52

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Precision Wealth Strategies's V Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Visa (V) stake by 2.7% in Q2 2026, selling an estimated $15.4K and leaving 1,757 shares worth $603K. The position accounts for 0.18% of the portfolio, ranked #116.

Precision Wealth Strategies first reported a position in V in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.87M in Q3 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

Precision Wealth Strategies held 1,757 shares of Visa worth $603K as of Q2 2026.
Precision Wealth Strategies sold 48 Visa shares in Q2 2026, an estimated $15.4K.
Visa made up 0.18% of Precision Wealth Strategies's portfolio in Q2 2026, its #116 holding.
Precision Wealth Strategies first reported a position in Visa in Q4 2020 and has held it in 9 quarters since.
Precision Wealth Strategies's Visa position peaked at $2.87M in Q3 2025.
4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.