RWM
V icon

RMG Wealth Management’s Visa V Stock Holding History

RMG 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 		$88.4K Sell
246
-43
-15% -$13.8K 0.01% 128
2026
Q1 		$93.6K Buy
289
+77
+36% +$24.8K 0.01% 121
2025
Q4 		$69K Buy
212
+62
+41% +$21.1K 0.01% 132
2025
Q3 		$52.1K Hold
150
– – 0.01% 139
2025
Q2 		$52.2K Buy
+150
New +$52.3K 0.01% 128

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

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

RMG Wealth Management reduced its Visa (V) stake by 15% in Q2 2026, selling an estimated $13.8K and leaving 246 shares worth $88.4K. The position accounts for 0.01% of the portfolio, ranked #128.

RMG Wealth Management first reported a position in V in Q2 2025 and has held it in 5 quarters since. The position peaked at $93.6K in Q1 2026. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • RMG Wealth Management held 246 shares of Visa worth $88.4K as of Q2 2026.
  • RMG Wealth Management sold 43 Visa shares in Q2 2026, an estimated $13.8K.
  • Visa made up 0.01% of RMG Wealth Management's portfolio in Q2 2026, its #128 holding.
  • RMG Wealth Management first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • RMG Wealth Management's Visa position peaked at $93.6K in Q1 2026.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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