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Scissortail Wealth Management’s Visa V Stock Holding History

Scissortail 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 		$474K Sell
1,382
-1,034
-43% -$332K 0.09% 80
2026
Q1 		$730K Hold
2,416
– – 0.15% 76
2025
Q4 		$847K Hold
2,416
– – 0.19% 67
2025
Q3 		$825K Sell
2,416
-3
-0.1% -$1.04K 0.18% 72
2025
Q2 		$859K Buy
2,419
+5
+0.2% +$1.74K 0.21% 68
2025
Q1 		$846K Sell
2,414
-490
-17% -$166K 0.22% 68
2024
Q4 		$918K Buy
2,904
+2,886
+16,033% +$868K 0.23% 72
2024
Q3 		$759K Sell
18
-2,703
-99% -$731K 0.18% 73
2024
Q2 		$714K Buy
2,721
+298
+12% +$81.7K 0.18% 74
2024
Q1 		$676K Sell
2,423
-2,292
-49% -$633K 0.18% 75
2023
Q4 		$1.29M Buy
4,715
+2,833
+151% +$698K 0.41% 58
2023
Q3 		$439K Sell
1,882
-42
-2% -$10.1K 0.35% 38
2023
Q2 		$465K Buy
1,924
+51
+3% +$11.7K 0.38% 35
2023
Q1 		$422K Sell
1,873
-2,690
-59% -$599K 0.38% 39
2022
Q4 		$1.04M Buy
4,563
+2,691
+144% +$543K 0.6% 36
2022
Q3 		$376K Buy
1,872
+112
+6% +$22.8K 0.2% 66
2022
Q2 		$381K Sell
1,760
-112
-6% -$23.1K 0.15% 65
2022
Q1 		$403K Buy
1,872
+112
+6% +$24.2K 0.2% 65
2021
Q4 		$381K Buy
+1,760
New +$378K 0.15% 65

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

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

Scissortail Wealth Management reduced its Visa (V) stake by 43% in Q2 2026, selling an estimated $332K and leaving 1,382 shares worth $474K. The position accounts for 0.09% of the portfolio, ranked #80.

Scissortail Wealth Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.29M in Q4 2023. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Scissortail Wealth Management held 1,382 shares of Visa worth $474K as of Q2 2026.
  • Scissortail Wealth Management sold 1,034 Visa shares in Q2 2026, an estimated $332K.
  • Visa made up 0.09% of Scissortail Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Scissortail Wealth Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Scissortail Wealth Management's Visa position peaked at $1.29M in Q4 2023.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.