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Secure Asset Management’s Visa V Stock Holding History

Secure Asset 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 		$6.54M Buy
19,053
+1,471
+8% +$472K 0.92% 24
2026
Q1 		$5.31M Buy
17,582
+2,086
+13% +$671K 0.84% 27
2025
Q4 		$5.43M Sell
15,496
-654
-4% -$223K 0.85% 26
2025
Q3 		$5.62M Buy
16,150
+5,265
+48% +$1.82M 0.93% 23
2025
Q2 		$3.86M Buy
10,885
+1,242
+13% +$433K 0.71% 27
2025
Q1 		$3.38M Buy
9,643
+992
+11% +$336K 0.68% 33
2024
Q4 		$2.73M Buy
8,651
+739
+9% +$222K 0.41% 53
2024
Q3 		$2.18M Buy
7,912
+957
+14% +$259K 0.37% 57
2024
Q2 		$1.83M Buy
6,955
+350
+5% +$95.9K 0.35% 63
2024
Q1 		$1.84M Sell
6,605
-864
-12% -$239K 0.43% 50
2023
Q4 		$1.94M Sell
7,469
-83
-1% -$20.5K 0.52% 45
2023
Q3 		$1.74M Buy
7,552
+526
+7% +$126K 0.52% 44
2023
Q2 		$1.67M Sell
7,026
-37
-0.5% -$8.47K 0.51% 54
2023
Q1 		$1.59M Sell
7,063
-67
-0.9% -$14.9K 0.53% 56
2022
Q4 		$1.48M Buy
7,130
+3,134
+78% +$632K 0.53% 59
2022
Q3 		$710K Sell
3,996
-38
-0.9% -$7.73K 0.4% 50
2022
Q2 		$794K Buy
4,034
+1,067
+36% +$221K 0.44% 42
2022
Q1 		$658K Buy
2,967
+291
+11% +$62.9K 0.3% 70
2021
Q4 		$580K Sell
2,676
-322
-11% -$69.1K 0.23% 74
2021
Q3 		$668K Buy
2,998
+276
+10% +$64.7K 0.33% 50
2021
Q2 		$636K Buy
2,722
+698
+34% +$160K 0.32% 52
2021
Q1 		$428K Buy
2,024
+132
+7% +$27.8K 0.24% 94
2020
Q4 		$414K Sell
1,892
-2,074
-52% -$424K 0.24% 86
2020
Q3 		$793K Buy
3,966
+1,564
+65% +$312K 0.54% 43
2020
Q2 		$464K Buy
2,402
+917
+62% +$168K 0.33% 83
2020
Q1 		$239K Sell
1,485
-471
-24% -$88.7K 0.26% 90
2019
Q4 		$368K Buy
+1,956
New +$352K 0.26% 97

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

Secure Asset Management's V Position: Q2 2026 in Review

Secure Asset Management increased its Visa (V) stake by 8.4% in Q2 2026, buying an estimated $472K and bringing the position to 19,053 shares worth $6.54M. The position accounts for 0.92% of the portfolio, ranked #24.

Secure Asset Management first reported a position in V in Q4 2019 and has held it in 27 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Secure Asset Management held 19,053 shares of Visa worth $6.54M as of Q2 2026.
  • Secure Asset Management bought 1,471 Visa shares in Q2 2026, an estimated $472K.
  • Visa made up 0.92% of Secure Asset Management's portfolio in Q2 2026, its #24 holding.
  • Secure Asset Management first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.