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
2025
Q2 		– Sell
-111
Closed -$38.9K – 1678
2025
Q1 		$38.9K Buy
+111
New +$37.6K 0.01% 177

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

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

Quaker Wealth Management reduced its Visa (V) stake by 11% in Q1 2026, selling an estimated $4.5K and leaving 116 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #200.

Quaker Wealth Management first reported a position in V in Q2 2025 and has held it in 4 quarters since. The position peaked at $45.6K in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Quaker Wealth Management held 116 shares of Visa worth $35.1K as of Q1 2026.
  • Quaker Wealth Management sold 14 Visa shares in Q1 2026, an estimated $4.5K.
  • Visa made up 0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #200 holding.
  • Quaker Wealth Management first reported a position in Visa in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Visa position peaked at $45.6K in Q4 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.