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Proactive Wealth Strategies’s Visa V Stock Holding History

Proactive 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 		$280K Buy
816
+38
+5% +$12.2K 0.04% 193
2026
Q1 		$235K Buy
+778
New +$250K 0.04% 192

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Proactive Wealth Strategies increased its Visa (V) stake by 4.9% in Q2 2026, buying an estimated $12.2K and bringing the position to 816 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #193.

Proactive Wealth Strategies first reported a position in V in Q1 2026 and has held it in 2 quarters since. 3,167 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Proactive Wealth Strategies held 816 shares of Visa worth $280K as of Q2 2026.
  • Proactive Wealth Strategies bought 38 Visa shares in Q2 2026, an estimated $12.2K.
  • Visa made up 0.04% of Proactive Wealth Strategies's portfolio in Q2 2026, its #193 holding.
  • Proactive Wealth Strategies first reported a position in Visa in Q1 2026 and has held it in 2 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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