PWMG
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Prestige Wealth Management Group’s Visa V Stock Holding History

Prestige Wealth Management Group’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 		$3.1M Sell
10,249
-265
-3% -$85.2K 0.61% 34
2025
Q4 		$3.69M Sell
10,514
-12
-0.1% -$4.09K 0.7% 31
2025
Q3 		$3.59M Buy
10,526
+67
+0.6% +$23.2K 0.69% 28
2025
Q2 		$3.71M Buy
10,459
+225
+2% +$78.4K 0.76% 28
2025
Q1 		$3.59M Buy
10,234
+75
+0.7% +$25.4K 0.77% 26
2024
Q4 		$3.21M Buy
10,159
+206
+2% +$61.9K 0.67% 31
2024
Q3 		$2.74M Sell
9,953
-3,967
-28% -$1.07M 0.57% 36
2024
Q2 		$3.65M Buy
13,920
+3,508
+34% +$962K 0.79% 27
2024
Q1 		$2.91M Sell
10,412
-5,111
-33% -$1.41M 0.63% 36
2023
Q4 		$4.04M Buy
15,523
+996
+7% +$245K 0.92% 22
2023
Q3 		$3.34M Buy
14,527
+4,172
+40% +$1M 0.82% 23
2023
Q2 		$2.46M Buy
10,355
+106
+1% +$24.3K 0.58% 32
2023
Q1 		$2.31M Sell
10,249
-1,932
-16% -$430K 0.58% 34
2022
Q4 		$2.53M Buy
12,181
+2,359
+24% +$476K 0.66% 30
2022
Q3 		$1.74M Buy
9,822
+209
+2% +$42.5K 0.49% 35
2022
Q2 		$1.89M Buy
9,613
+27
+0.3% +$5.58K 0.51% 36
2022
Q1 		$2.13M Buy
9,586
+306
+3% +$66.2K 0.52% 36
2021
Q4 		$2.01M Buy
9,280
+195
+2% +$41.9K 0.48% 32
2021
Q3 		$2.02M Buy
9,085
+851
+10% +$200K 0.52% 31
2021
Q2 		$1.93M Sell
8,234
-344
-4% -$78.6K 0.51% 32
2021
Q1 		$1.82M Buy
8,578
+445
+5% +$93.7K 0.5% 33
2020
Q4 		$1.78M Buy
8,133
+709
+10% +$145K 0.49% 32
2020
Q3 		$1.48M Buy
7,424
+756
+11% +$151K 0.45% 33
2020
Q2 		$1.29M Buy
6,668
+722
+12% +$132K 0.45% 25
2020
Q1 		$959K Buy
5,946
+1,487
+33% +$280K 0.4% 28
2019
Q4 		$838K Buy
4,459
+192
+4% +$34.6K 0.46% 39
2019
Q3 		$734K Sell
4,267
-154
-3% -$27.4K 0.43% 38
2019
Q2 		$767K Buy
4,421
+248
+6% +$40.6K 0.46% 33
2019
Q1 		$652K Sell
4,173
-810
-16% -$117K 0.4% 44
2018
Q4 		$657K Buy
+4,983
New +$688K 0.48% 40

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Prestige Wealth Management Group's V Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Visa (V) stake by 2.5% in Q1 2026, selling an estimated $85.2K and leaving 10,249 shares worth $3.1M. The position accounts for 0.61% of the portfolio, ranked #34.

Prestige Wealth Management Group first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.04M in Q4 2023. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Prestige Wealth Management Group held 10,249 shares of Visa worth $3.1M as of Q1 2026.
  • Prestige Wealth Management Group sold 265 Visa shares in Q1 2026, an estimated $85.2K.
  • Visa made up 0.61% of Prestige Wealth Management Group's portfolio in Q1 2026, its #34 holding.
  • Prestige Wealth Management Group first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Visa position peaked at $4.04M in Q4 2023.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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