Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$218K Buy
720
+21
+3% +$6.75K 0.09% 97
2025
Q4
$245K Buy
699
+9
+1% +$3.07K 0.09% 94
2025
Q3
$236K Sell
690
-8
-1% -$2.77K 0.09% 103
2025
Q2
$248K Buy
698
+11
+2% +$3.83K 0.1% 93
2025
Q1
$241K Hold
687
0.09% 96
2024
Q4
$217K Sell
687
-2,213
-76% -$665K 0.08% 99
2024
Q3
$797K Sell
2,900
-323
-10% -$87.3K 0.2% 65
2024
Q2
$846K Sell
3,223
-75
-2% -$20.6K 0.22% 60
2024
Q1
$920K Sell
3,298
-20
-0.6% -$5.52K 0.25% 55
2023
Q4
$864K Sell
3,318
-124
-4% -$30.6K 0.25% 55
2023
Q3
$792K Buy
3,442
+13
+0.4% +$3.13K 0.24% 58
2023
Q2
$814K Buy
3,429
+228
+7% +$52.2K 0.24% 57
2023
Q1
$722K Buy
3,201
+34
+1% +$7.57K 0.23% 61
2022
Q4
$658K Sell
3,167
-264
-8% -$53.2K 0.23% 58
2022
Q3
$610K Buy
3,431
+468
+16% +$95.2K 0.23% 55
2022
Q2
$583K Hold
2,963
0.21% 55
2022
Q1
$657K Hold
2,963
0.2% 52
2021
Q4
$642K Sell
2,963
-33
-1% -$7.08K 0.19% 51
2021
Q3
$667K Hold
2,996
0.21% 47
2021
Q2
$701K Sell
2,996
-25
-0.8% -$5.71K 0.22% 46
2021
Q1
$640K Hold
3,021
0.21% 46
2020
Q4
$661K Hold
3,021
0.24% 37
2020
Q3
$604K Buy
3,021
+58
+2% +$11.6K 0.25% 40
2020
Q2
$572K Buy
2,963
+20
+0.7% +$3.65K 0.28% 36
2020
Q1
$474K Buy
2,943
+103
+4% +$19.4K 0.3% 34
2019
Q4
$534K Hold
2,840
0.3% 33
2019
Q3
$489K Sell
2,840
-165
-5% -$29.4K 0.29% 34
2019
Q2
$522K Hold
3,005
0.31% 35
2019
Q1
$469K Hold
3,005
0.29% 35
2018
Q4
$396K Hold
3,005
0.27% 38
2018
Q3
$451K Hold
3,005
0.3% 39
2018
Q2
$398K Hold
3,005
0.29% 43
2018
Q1
$359K Hold
3,005
0.27% 45
2017
Q4
$343K Hold
3,005
0.27% 46
2017
Q3
$316K Hold
3,005
0.26% 46
2017
Q2
$282K Sell
3,005
-132
-4% -$12.3K 0.28% 51
2017
Q1
$279K Hold
3,137
0.28% 52
2016
Q4
$245K Buy
+3,137
New +$252K 0.28% 59

Other funds holding V

REDW Wealth's V Position: Q1 2026 in Review

REDW Wealth increased its Visa (V) stake by 3% in Q1 2026, buying an estimated $6.75K and bringing the position to 720 shares worth $218K. The position accounts for 0.09% of the portfolio, ranked #97.

REDW Wealth first reported a position in V in Q4 2016 and has held it in 38 quarters since. The position peaked at $920K in Q1 2024. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • REDW Wealth held 720 shares of Visa worth $218K as of Q1 2026.
  • REDW Wealth bought 21 Visa shares in Q1 2026, an estimated $6.75K.
  • Visa made up 0.09% of REDW Wealth's portfolio in Q1 2026, its #97 holding.
  • REDW Wealth first reported a position in Visa in Q4 2016 and has held it in 38 quarters since.
  • REDW Wealth's Visa position peaked at $920K in Q1 2024.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.