SWM
V icon

SHP Wealth Management’s Visa V Stock Holding History

SHP 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 		$2.12M Buy
6,174
+448
+8% +$144K 0.15% 53
2026
Q1 		$1.73M Sell
5,726
-586
-9% -$188K 0.13% 57
2025
Q4 		$2.21M Buy
+6,312
New +$2.15M 0.17% 43

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Visa (V) stake by 7.8% in Q2 2026, buying an estimated $144K and bringing the position to 6,174 shares worth $2.12M. The position accounts for 0.15% of the portfolio, ranked #53.

SHP Wealth Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.21M in Q4 2025. 4,589 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SHP Wealth Management held 6,174 shares of Visa worth $2.12M as of Q2 2026.
  • SHP Wealth Management bought 448 Visa shares in Q2 2026, an estimated $144K.
  • Visa made up 0.15% of SHP Wealth Management's portfolio in Q2 2026, its #53 holding.
  • SHP Wealth Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Visa position peaked at $2.21M in Q4 2025.
  • 4,589 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.