PWM
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Proathlete Wealth Management’s Visa V Stock Holding History

Proathlete Wealth Management’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 		$909K Sell
2,650
-23
-0.9% -$7.38K 0.23% 34
2026
Q1 		$808K Sell
2,673
-46
-2% -$14.8K 0.22% 33
2025
Q4 		$954K Buy
2,719
+103
+4% +$35.1K 0.26% 30
2025
Q3 		$893K Buy
2,616
+13
+0.5% +$4.5K 0.26% 30
2025
Q2 		$929K Buy
2,603
+14
+0.5% +$4.88K 0.3% 28
2025
Q1 		$912K Buy
2,589
+19
+0.7% +$6.43K 0.33% 30
2024
Q4 		$813K Sell
2,570
-3
-0.1% -$902 0.31% 34
2024
Q3 		$708K Buy
2,573
+2
+0.1% +$541 0.29% 38
2024
Q2 		$675K Hold
2,571
– – 0.32% 34
2024
Q1 		$718K Sell
2,571
-101
-4% -$27.9K 0.38% 30
2023
Q4 		$696K Buy
+2,672
New +$659K 0.41% 29

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

Proathlete Wealth Management's V Position: Q2 2026 in Review

Proathlete Wealth Management reduced its Visa (V) stake by 0.86% in Q2 2026, selling an estimated $7.38K and leaving 2,650 shares worth $909K. The position accounts for 0.23% of the portfolio, ranked #34.

Proathlete Wealth Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $954K in Q4 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Proathlete Wealth Management held 2,650 shares of Visa worth $909K as of Q2 2026.
  • Proathlete Wealth Management sold 23 Visa shares in Q2 2026, an estimated $7.38K.
  • Visa made up 0.23% of Proathlete Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Proathlete Wealth Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Proathlete Wealth Management's Visa position peaked at $954K in Q4 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.