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Private Wealth Management Group’s Visa V Stock Holding History

Private 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
Q2 		$305K Buy
888
+457
+106% +$147K 0.07% 81
2026
Q1 		$130K Buy
431
+50
+13% +$16.1K 0.03% 115
2025
Q4 		$134K Hold
381
– – 0.04% 106
2025
Q3 		$130K Sell
381
-47
-11% -$16.3K 0.04% 108
2025
Q2 		$152K Sell
428
-3
-0.7% -$1.05K 0.05% 97
2025
Q1 		$151K Sell
431
-3
-0.7% -$1.01K 0.06% 89
2024
Q4 		$137K Sell
434
-2
-0.5% -$601 0.05% 95
2024
Q3 		$120K Buy
436
+7
+2% +$1.89K 0.05% 96
2024
Q2 		$113K Sell
429
-175
-29% -$48K 0.05% 99
2024
Q1 		$169K Buy
604
+60
+11% +$16.6K 0.08% 74
2023
Q4 		$142K Buy
+544
New +$134K 0.07% 79

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Private Wealth Management Group's V Position: Q2 2026 in Review

Private Wealth Management Group increased its Visa (V) stake by 106% in Q2 2026, buying an estimated $147K and bringing the position to 888 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #81.

Private Wealth Management Group first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Private Wealth Management Group held 888 shares of Visa worth $305K as of Q2 2026.
  • Private Wealth Management Group bought 457 Visa shares in Q2 2026, an estimated $147K.
  • Visa made up 0.07% of Private Wealth Management Group's portfolio in Q2 2026, its #81 holding.
  • Private Wealth Management Group first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.