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Sagace Wealth Management’s Visa V Stock Holding History

Sagace 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 		$464K Hold
1,352
– – 0.29% 48
2026
Q1 		$409K Buy
1,352
+39
+3% +$12.5K 0.27% 52
2025
Q4 		$460K Buy
1,313
+5
+0.4% +$1.7K 0.31% 46
2025
Q3 		$447K Buy
1,308
+3
+0.2% +$1.04K 0.3% 46
2025
Q2 		$463K Sell
1,305
-167
-11% -$58.2K 0.35% 45
2025
Q1 		$516K Sell
1,472
-265
-15% -$89.7K 0.39% 44
2024
Q4 		$549K Buy
1,737
+165
+10% +$49.6K 0.41% 47
2024
Q3 		$441K Buy
+1,572
New +$425K 0.34% 46

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

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

Sagace Wealth Management held its Visa (V) position steady in Q2 2026 at 1,352 shares worth $464K. The position accounts for 0.29% of the portfolio, ranked #48.

Sagace Wealth Management first reported a position in V in Q3 2024 and has held it in 8 quarters since. The position peaked at $549K in Q4 2024. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sagace Wealth Management held 1,352 shares of Visa worth $464K as of Q2 2026.
  • Sagace Wealth Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.29% of Sagace Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Sagace Wealth Management first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
  • Sagace Wealth Management's Visa position peaked at $549K in Q4 2024.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.