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RKL Wealth Management’s Visa V Stock Holding History

RKL 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
Q1 		$1.64M Sell
5,441
-487
-8% -$157K 0.15% 76
2025
Q4 		$2.08M Buy
5,928
+4,359
+278% +$1.49M 0.17% 69
2025
Q3 		$536K Sell
1,569
-480
-23% -$166K 0.05% 121
2025
Q2 		$728K Sell
2,049
-140
-6% -$48.8K 0.06% 108
2025
Q1 		$767K Buy
2,189
+159
+8% +$53.8K 0.07% 103
2024
Q4 		$641K Sell
2,030
-12
-0.6% -$3.61K 0.06% 111
2024
Q3 		$562K Sell
2,042
-49
-2% -$13.2K 0.05% 99
2024
Q2 		$549K Buy
2,091
+181
+9% +$49.6K 0.05% 93
2024
Q1 		$533K Sell
1,910
-38
-2% -$10.5K 0.05% 97
2023
Q4 		$507K Buy
1,948
+202
+12% +$49.8K 0.05% 96
2023
Q3 		$402K Sell
1,746
-258
-13% -$62K 0.05% 101
2023
Q2 		$476K Sell
2,004
-33
-2% -$7.55K 0.06% 96
2023
Q1 		$459K Buy
2,037
+14
+0.7% +$3.12K 0.06% 98
2022
Q4 		$420K Buy
2,023
+1
+0% +$202 0.06% 99
2022
Q3 		$359K Sell
2,022
-100
-5% -$20.3K 0.05% 105
2022
Q2 		$418K Sell
2,122
-129
-6% -$26.7K 0.06% 97
2022
Q1 		$499K Buy
2,251
+712
+46% +$154K 0.06% 96
2021
Q4 		$334K Sell
1,539
-110
-7% -$23.6K 0.04% 101
2021
Q3 		$367K Sell
1,649
-1,057
-39% -$248K 0.05% 98
2021
Q2 		$633K Buy
2,706
+100
+4% +$22.9K 0.08% 85
2021
Q1 		$552K Sell
2,606
-43
-2% -$9.05K 0.07% 88
2020
Q4 		$579K Hold
2,649
– – 0.08% 90
2020
Q3 		$530K Buy
2,649
+1,061
+67% +$212K 0.08% 87
2020
Q2 		$307K Buy
1,588
+155
+11% +$28.3K 0.05% 96
2020
Q1 		$231K Buy
1,433
+129
+10% +$24.3K 0.05% 108
2019
Q4 		$245K Sell
1,304
-817
-39% -$147K 0.04% 110
2019
Q3 		$364K Sell
2,121
-91
-4% -$16.2K 0.07% 106
2019
Q2 		$383K Buy
2,212
+87
+4% +$14.2K 0.07% 104
2019
Q1 		$333K Sell
2,125
-2
-0.1% -$288 0.07% 112
2018
Q4 		$281K Buy
2,127
+143
+7% +$19.8K 0.06% 109
2018
Q3 		$299K Sell
1,984
-316
-14% -$44.9K 0.06% 115
2018
Q2 		$306K Sell
2,300
-82
-3% -$10.6K 0.07% 117
2018
Q1 		$283K Sell
2,382
-94
-4% -$11.4K 0.07% 121
2017
Q4 		$283K Buy
2,476
+34
+1% +$3.75K 0.07% 123
2017
Q3 		$258K Sell
2,442
-8
-0.3% -$811 0.07% 134
2017
Q2 		$231K Buy
+2,450
New +$227K 0.07% 133

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

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

RKL Wealth Management reduced its Visa (V) stake by 8.2% in Q1 2026, selling an estimated $157K and leaving 5,441 shares worth $1.64M. The position accounts for 0.15% of the portfolio, ranked #76.

RKL Wealth Management first reported a position in V in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.08M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • RKL Wealth Management held 5,441 shares of Visa worth $1.64M as of Q1 2026.
  • RKL Wealth Management sold 487 Visa shares in Q1 2026, an estimated $157K.
  • Visa made up 0.15% of RKL Wealth Management's portfolio in Q1 2026, its #76 holding.
  • RKL Wealth Management first reported a position in Visa in Q2 2017 and has held it in 36 quarters since.
  • RKL Wealth Management's Visa position peaked at $2.08M in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.