QWM
V icon

QP Wealth Management’s Visa V Stock Holding History

QP 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
Q1 		– Sell
-4,498
Closed -$1.58M – 114
2025
Q4 		$1.58M Buy
+4,498
New +$1.53M 1.39% 20
2023
Q3 		$1.2M Sell
5,199
-285
-5% -$68.5K 2.09% 16
2023
Q2 		$1.3M Sell
5,484
-469
-8% -$107K 2.07% 15
2023
Q1 		$1.34M Sell
5,953
-1,537
-21% -$342K 2.2% 13
2022
Q4 		$1.56M Sell
7,490
-1,146
-13% -$231K 2.42% 15
2022
Q3 		$1.55M Buy
8,636
+247
+3% +$50.3K 2.24% 16
2022
Q2 		$1.65M Sell
8,389
-70
-0.8% -$14.5K 2.26% 15
2022
Q1 		$1.88M Buy
8,459
+380
+5% +$82.2K 2.1% 17
2021
Q4 		$1.75M Sell
8,079
-1,065
-12% -$229K 1.86% 19
2021
Q3 		$2.04M Sell
9,144
-107
-1% -$25.1K 2.19% 16
2021
Q2 		$2.16M Buy
9,251
+46
+0.5% +$10.5K 2.21% 15
2021
Q1 		$1.95M Sell
9,205
-50
-0.5% -$10.5K 2.12% 16
2020
Q4 		$2.02M Sell
9,255
-25
-0.3% -$5.12K 2.23% 17
2020
Q3 		$1.86M Sell
9,280
-105
-1% -$21K 2.38% 17
2020
Q2 		$1.81M Sell
9,385
-265
-3% -$48.4K 2.51% 14
2020
Q1 		$1.61M Sell
9,650
-129
-1% -$24.3K 2.33% 17
2019
Q4 		$2.04M Buy
+9,779
New +$1.76M 2.48% 10

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

QP Wealth Management's V Position: Q1 2026 in Review

QP Wealth Management sold out of Visa (V) in Q1 2026, closing a stake of 4,498 shares — an estimated $1.58M sold.

QP Wealth Management first reported a position in V in Q4 2019 and held it in 17 quarters. The position peaked at $2.16M in Q2 2021. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • QP Wealth Management reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • QP Wealth Management sold 4,498 Visa shares in Q1 2026, an estimated $1.58M.
  • QP Wealth Management first reported a position in Visa in Q4 2019 and held it in 17 quarters.
  • QP Wealth Management's Visa position peaked at $2.16M in Q2 2021.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on QP Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.