QFW
V icon

QTR Family Wealth’s Visa V Stock Holding History

QTR Family Wealth’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 		$975K Sell
3,131
-245
-7% -$78.8K 0.41% 50
2025
Q4 		$1.11M Buy
3,376
+103
+3% +$35.1K 0.49% 44
2025
Q3 		$1.12M Buy
3,273
+254
+8% +$87.9K 0.53% 37
2025
Q2 		$1.07M Buy
3,019
+703
+30% +$245K 0.66% 35
2025
Q1 		$812K Buy
+2,316
New +$784K 0.61% 39

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

QTR Family Wealth's V Position: Q1 2026 in Review

QTR Family Wealth reduced its Visa (V) stake by 7.3% in Q1 2026, selling an estimated $78.8K and leaving 3,131 shares worth $975K. The position accounts for 0.41% of the portfolio, ranked #50.

QTR Family Wealth first reported a position in V in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q3 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • QTR Family Wealth held 3,131 shares of Visa worth $975K as of Q1 2026.
  • QTR Family Wealth sold 245 Visa shares in Q1 2026, an estimated $78.8K.
  • Visa made up 0.41% of QTR Family Wealth's portfolio in Q1 2026, its #50 holding.
  • QTR Family Wealth first reported a position in Visa in Q1 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's Visa position peaked at $1.12M in Q3 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.