RWM
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Reston Wealth Management’s Visa V Stock Holding History

Reston 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 		$208K Sell
606
-80
-12% -$25.7K 0.06% 65
2026
Q1 		$207K Buy
686
+7
+1% +$2.25K 0.06% 59
2025
Q4 		$238K Buy
+679
New +$231K 0.07% 57
2024
Q4 		– Sell
-111
Closed -$30.5K – 415
2024
Q3 		$30.5K Buy
+111
New +$30K 0.01% 168

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

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

Reston Wealth Management reduced its Visa (V) stake by 12% in Q2 2026, selling an estimated $25.7K and leaving 606 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #65.

Reston Wealth Management first reported a position in V in Q3 2024 and has held it in 4 quarters since. The position peaked at $238K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Reston Wealth Management held 606 shares of Visa worth $208K as of Q2 2026.
  • Reston Wealth Management sold 80 Visa shares in Q2 2026, an estimated $25.7K.
  • Visa made up 0.06% of Reston Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Reston Wealth Management first reported a position in Visa in Q3 2024 and has held it in 4 quarters since.
  • Reston Wealth Management's Visa position peaked at $238K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.