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Sculati Wealth Management’s Visa V Stock Holding History

Sculati 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 		$2.37M Sell
7,856
-185
-2% -$59.5K 0.88% 34
2025
Q4 		$2.82M Sell
8,041
-154
-2% -$52.5K 0.99% 29
2025
Q3 		$2.8M Sell
8,195
-99
-1% -$34.3K 0.99% 32
2025
Q2 		$2.94M Sell
8,294
-174
-2% -$60.6K 1.11% 26
2025
Q1 		$2.97M Buy
8,468
+276
+3% +$93.4K 1.2% 25
2024
Q4 		$2.59M Sell
8,192
-47
-0.6% -$14.1K 1.02% 29
2024
Q3 		$2.27M Sell
8,239
-55
-0.7% -$14.9K 0.9% 34
2024
Q2 		$2.18M Sell
8,294
-81
-1% -$22.2K 0.93% 38
2024
Q1 		$2.34M Buy
8,375
+23
+0.3% +$6.35K 1.01% 34
2023
Q4 		$2.17M Buy
8,352
+257
+3% +$63.3K 1.01% 35
2023
Q3 		$1.86M Buy
8,095
+121
+2% +$29.1K 0.95% 35
2023
Q2 		$1.89M Buy
7,974
+278
+4% +$63.6K 0.95% 32
2023
Q1 		$1.74M Buy
7,696
+598
+8% +$133K 0.92% 36
2022
Q4 		$1.48M Buy
7,098
+667
+10% +$135K 0.83% 39
2022
Q3 		$1.14M Buy
6,431
+305
+5% +$62.1K 0.67% 53
2022
Q2 		$1.21M Buy
6,126
+271
+5% +$56K 0.69% 55
2022
Q1 		$1.3M Buy
5,855
+209
+4% +$45.2K 0.63% 56
2021
Q4 		$1.22M Buy
5,646
+373
+7% +$80.1K 0.59% 51
2021
Q3 		$1.18M Buy
5,273
+628
+14% +$147K 0.62% 54
2021
Q2 		$1.09M Buy
4,645
+768
+20% +$176K 0.58% 54
2021
Q1 		$821K Buy
+3,877
New +$816K 0.47% 62

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

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

Sculati Wealth Management reduced its Visa (V) stake by 2.3% in Q1 2026, selling an estimated $59.5K and leaving 7,856 shares worth $2.37M. The position accounts for 0.88% of the portfolio, ranked #34.

Sculati Wealth Management first reported a position in V in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.97M in Q1 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Sculati Wealth Management held 7,856 shares of Visa worth $2.37M as of Q1 2026.
  • Sculati Wealth Management sold 185 Visa shares in Q1 2026, an estimated $59.5K.
  • Visa made up 0.88% of Sculati Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Sculati Wealth Management first reported a position in Visa in Q1 2021 and has held it in 21 quarters since.
  • Sculati Wealth Management's Visa position peaked at $2.97M in Q1 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.