QWM
V icon

Quaker Wealth Management’s Visa V Stock Holding History

Quaker 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 		$18.5K Sell
54
-62
-53% -$19.9K 0.01% 242
2026
Q1 		$35.1K Sell
116
-14
-11% -$4.5K 0.01% 200
2025
Q4 		$45.6K Buy
130
+16
+14% +$5.45K 0.01% 175
2025
Q3 		$38.9K Hold
114
– – 0.01% 186
2025
Q2 		$40.5K Buy
+114
New +$39.7K 0.01% 181

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

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

Quaker Wealth Management reduced its Visa (V) stake by 53% in Q2 2026, selling an estimated $19.9K and leaving 54 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #242.

Quaker Wealth Management first reported a position in V in Q2 2025 and has held it in 5 quarters since. The position peaked at $45.6K in Q4 2025. 4,583 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Quaker Wealth Management held 54 shares of Visa worth $18.5K as of Q2 2026.
  • Quaker Wealth Management sold 62 Visa shares in Q2 2026, an estimated $19.9K.
  • Visa made up 0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Quaker Wealth Management first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Visa position peaked at $45.6K in Q4 2025.
  • 4,583 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.