Presilium Private Wealth’s Visa V Stock Holding History

Presilium Private 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 Q2	$562K	Buy	1,637 +64	+4%	+$20.5K	0.09%	58
2026 Q1	$475K	Buy	1,573 +24	+2%	+$7.72K	0.08%	53
2025 Q4	$543K	Buy	1,549 +46	+3%	+$15.7K	0.1%	49
2025 Q3	$513K	Hold	1,503	–	–	0.1%	51
2025 Q2	$534K	Hold	1,503	–	–	0.11%	48
2025 Q1	$527K	Hold	1,503	–	–	0.12%	47
2024 Q4	$475K	Buy	1,503 +33	+2%	+$9.92K	0.11%	55
2024 Q3	$404K	Hold	1,470	–	–	0.09%	60
2024 Q2	$386K	Sell	1,470 -10	-0.7%	-$2.74K	0.1%	58
2024 Q1	$413K	Buy	1,480 +10	+0.7%	+$2.76K	0.11%	56
2023 Q4	$383K	Hold	1,470	–	–	0.11%	57
2023 Q3	$338K	Hold	1,470	–	–	0.11%	48
2023 Q2	$349K	Sell	1,470 -45	-3%	-$10.3K	0.12%	46
2023 Q1	$342K	Hold	1,515	–	–	0.13%	39
2022 Q4	$315K	Buy	+1,515	New	+$306K	0.13%	38

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

Presilium Private Wealth's V Position: Q2 2026 in Review

Presilium Private Wealth increased its Visa (V) stake by 4.1% in Q2 2026, buying an estimated $20.5K and bringing the position to 1,637 shares worth $562K. The position accounts for 0.09% of the portfolio, ranked #58.

Presilium Private Wealth first reported a position in V in Q4 2022 and has held it in 15 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

Presilium Private Wealth held 1,637 shares of Visa worth $562K as of Q2 2026.
Presilium Private Wealth bought 64 Visa shares in Q2 2026, an estimated $20.5K.
Visa made up 0.09% of Presilium Private Wealth's portfolio in Q2 2026, its #58 holding.
Presilium Private Wealth first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.