Silverlake Wealth Management
V icon

Silverlake Wealth Management’s Visa V Stock Holding History

Silverlake 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
Q3 		$350K Sell
975
-1,028
-51% -$376K 0.07% 271
2026
Q2 		$687K Buy
2,003
+53
+3% +$17K 0.13% 197
2026
Q1 		$589K Buy
1,950
+841
+76% +$270K 0.12% 187
2025
Q4 		$389K Sell
1,109
-55
-5% -$18.7K 0.09% 225
2025
Q3 		$397K Buy
1,164
+2
+0.2% +$692 0.1% 210
2025
Q2 		$413K Buy
1,162
+345
+42% +$120K 0.12% 194
2025
Q1 		$286K Buy
817
+75
+10% +$25.4K 0.11% 200
2024
Q4 		$235K Hold
742
– – 0.09% 231
2024
Q3 		$204K Sell
742
-95
-11% -$25.7K 0.08% 259
2024
Q2 		$220K Buy
837
+24
+3% +$6.58K 0.09% 246
2024
Q1 		$227K Sell
813
-1,486
-65% -$410K 0.12% 209
2023
Q4 		$599K Buy
2,299
+138
+6% +$34K 0.33% 79
2023
Q3 		$497K Sell
2,161
-56
-3% -$13.5K 0.28% 94
2023
Q2 		$527K Hold
2,217
– – 0.29% 82
2023
Q1 		$500K Buy
2,217
+9
+0.4% +$2K 0.3% 80
2022
Q4 		$459K Buy
2,208
+506
+30% +$102K 0.29% 84
2022
Q3 		$302K Buy
1,702
+52
+3% +$10.6K 0.2% 128
2022
Q2 		$325K Sell
1,650
-35
-2% -$7.23K 0.21% 127
2022
Q1 		$374K Sell
1,685
-293
-15% -$63.4K 0.21% 130
2021
Q4 		$429K Buy
+1,978
New +$425K 0.23% 112

Other funds holding V

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Silverlake Wealth Management's V Position: Q3 2026 in Review

Silverlake Wealth Management reduced its Visa (V) stake by 51% in Q3 2026, selling an estimated $376K and leaving 975 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #271.

Silverlake Wealth Management first reported a position in V in Q4 2021 and has held it in 20 quarters since. The position peaked at $687K in Q2 2026. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Silverlake Wealth Management held 975 shares of Visa worth $350K as of Q3 2026.
  • Silverlake Wealth Management sold 1,028 Visa shares in Q3 2026, an estimated $376K.
  • Visa made up 0.07% of Silverlake Wealth Management's portfolio in Q3 2026, its #271 holding.
  • Silverlake Wealth Management first reported a position in Visa in Q4 2021 and has held it in 20 quarters since.
  • Silverlake Wealth Management's Visa position peaked at $687K in Q2 2026.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.