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Rialto Wealth Management’s Visa V Stock Holding History

Rialto 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 		$431K Buy
1,257
+244
+24% +$78.3K 0.09% 118
2026
Q1 		$306K Buy
1,013
+91
+10% +$29.3K 0.07% 128
2025
Q4 		$323K Sell
922
-1
-0.1% -$341 0.08% 125
2025
Q3 		$315K Buy
923
+5
+0.5% +$1.73K 0.08% 122
2025
Q2 		$326K Buy
918
+27
+3% +$9.41K 0.09% 118
2025
Q1 		$312K Buy
891
+51
+6% +$17.3K 0.1% 117
2024
Q4 		$265K Buy
+840
New +$253K 0.09% 131

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

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

Rialto Wealth Management increased its Visa (V) stake by 24% in Q2 2026, buying an estimated $78.3K and bringing the position to 1,257 shares worth $431K. The position accounts for 0.09% of the portfolio, ranked #118.

Rialto Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Rialto Wealth Management held 1,257 shares of Visa worth $431K as of Q2 2026.
  • Rialto Wealth Management bought 244 Visa shares in Q2 2026, an estimated $78.3K.
  • Visa made up 0.09% of Rialto Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Rialto Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.