SWM
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Shepherd Wealth Management’s Visa V Stock Holding History

Shepherd 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 		$768K Buy
+2,393
New +$769K 0.58% 22

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

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

Shepherd Wealth Management opened a new position in Visa (V) in Q1 2026: 2,393 shares worth $768K. The stake represents 0.58% of the portfolio and ranks #22 among its holdings.

4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Shepherd Wealth Management held 2,393 shares of Visa worth $768K as of Q1 2026.
  • Visa was a new Shepherd Wealth Management position in Q1 2026.
  • Visa made up 0.58% of Shepherd Wealth Management's portfolio in Q1 2026, its #22 holding.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.