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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management reduced its Visa (V) stake by 9.3% in Q1 2026, selling an estimated $188K and leaving 5,726 shares worth $1.73M. The position accounts for 0.13% of the portfolio, ranked #57.

SHP Wealth Management first reported a position in V in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.21M in Q4 2025. 4,459 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • SHP Wealth Management held 5,726 shares of Visa worth $1.73M as of Q1 2026.
  • SHP Wealth Management sold 586 Visa shares in Q1 2026, an estimated $188K.
  • Visa made up 0.13% of SHP Wealth Management's portfolio in Q1 2026, its #57 holding.
  • SHP Wealth Management first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Visa position peaked at $2.21M in Q4 2025.
  • 4,459 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.