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Shrier Wealth Management’s Visa V Stock Holding History

Shrier 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 		$386K Buy
1,126
+32
+3% +$10.3K 0.13% 108
2026
Q1 		$331K Buy
1,094
+271
+33% +$87.1K 0.12% 110
2025
Q4 		$289K Buy
+823
New +$280K 0.11% 108

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

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

Shrier Wealth Management increased its Visa (V) stake by 2.9% in Q2 2026, buying an estimated $10.3K and bringing the position to 1,126 shares worth $386K. The position accounts for 0.13% of the portfolio, ranked #108.

Shrier Wealth Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Shrier Wealth Management held 1,126 shares of Visa worth $386K as of Q2 2026.
  • Shrier Wealth Management bought 32 Visa shares in Q2 2026, an estimated $10.3K.
  • Visa made up 0.13% of Shrier Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Shrier Wealth Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.