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 Q2	$873K	Hold	2,393	–	–	0.48%	21
2026 Q1	$768K	Buy	+2,393	New	+$769K	0.58%	22

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Shepherd Wealth Management held its Visa (V) position steady in Q2 2026 at 2,393 shares worth $873K. The position accounts for 0.48% of the portfolio, ranked #21.

Shepherd Wealth Management first reported a position in V in Q1 2026 and has held it in 2 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

Shepherd Wealth Management held 2,393 shares of Visa worth $873K as of Q2 2026.
Shepherd Wealth Management left its Visa share count unchanged in Q2 2026.
Visa made up 0.48% of Shepherd Wealth Management's portfolio in Q2 2026, its #21 holding.
Shepherd Wealth Management first reported a position in Visa in Q1 2026 and has held it in 2 quarters since.
4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.