Redwood Wealth Management Group’s Visa V Stock Holding History

Redwood Wealth Management Group’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	–	Sell	-844	Closed	-$255K	–	116
2026 Q1	$255K	Hold	844	–	–	0.11%	148
2025 Q4	$296K	Sell	844 -12	-1%	-$4.09K	0.12%	132
2025 Q3	$292K	Sell	856 -2	-0.2%	-$692	0.12%	139
2025 Q2	$304K	Sell	858 -4	-0.5%	-$1.39K	0.14%	133
2025 Q1	$302K	Buy	862 +4	+0.5%	+$1.35K	0.15%	123
2024 Q4	$271K	Buy	858 +4	+0.5%	+$1.2K	0.13%	132
2024 Q3	$235K	Sell	854 -55	-6%	-$14.9K	0.12%	147
2024 Q2	$238K	Buy	909 +11	+1%	+$3.02K	0.18%	104
2024 Q1	$250K	Hold	898	–	–	0.27%	100
2023 Q4	$234K	Sell	898 -50	-5%	-$12.3K	0.26%	105
2023 Q3	$218K	Hold	948	–	–	0.25%	110
2023 Q2	$225K	Buy	948 +50	+6%	+$11.4K	0.25%	111
2023 Q1	$202K	Buy	+898	New	+$200K	0.23%	121

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Redwood Wealth Management Group's V Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Visa (V) in Q2 2026, closing a stake of 844 shares — an estimated $255K sold.

Redwood Wealth Management Group first reported a position in V in Q1 2023 and held it in 13 quarters. The position peaked at $304K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Redwood Wealth Management Group reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 844 Visa shares in Q2 2026, an estimated $255K.
Redwood Wealth Management Group first reported a position in Visa in Q1 2023 and held it in 13 quarters.
Redwood Wealth Management Group's Visa position peaked at $304K in Q2 2025.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.