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Puff Wealth Management’s Visa V Stock Holding History

Puff 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 		$635K Buy
+1,852
New +$595K 0.65% 40
2025
Q4 		$798K Buy
2,302
+16
+0.7% +$5.45K 1.03% 33
2025
Q3 		$780K Sell
2,286
-54
-2% -$18.7K 1.19% 30
2025
Q2 		$831K Sell
2,340
-20
-0.8% -$6.97K 0.61% 43
2025
Q1 		$827K Buy
2,360
+84
+4% +$28.4K 0.78% 37
2024
Q4 		$719K Buy
+2,276
New +$684K 1.25% 26

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

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

Puff Wealth Management opened a new position in Visa (V) in Q2 2026: 1,852 shares worth $635K. The stake represents 0.65% of the portfolio and ranks #40 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in V as recently as Q4 2025.

Puff Wealth Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $831K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Puff Wealth Management held 1,852 shares of Visa worth $635K as of Q2 2026.
  • Visa was a new Puff Wealth Management position in Q2 2026.
  • Visa made up 0.65% of Puff Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Puff Wealth Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Puff Wealth Management's Visa position peaked at $831K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.