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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
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

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

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

Silverlake Wealth Management increased its Visa (V) stake by 2.7% in Q2 2026, buying an estimated $17K and bringing the position to 2,003 shares worth $687K. The position accounts for 0.13% of the portfolio, ranked #197.

Silverlake Wealth Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Silverlake Wealth Management held 2,003 shares of Visa worth $687K as of Q2 2026.
  • Silverlake Wealth Management bought 53 Visa shares in Q2 2026, an estimated $17K.
  • Visa made up 0.13% of Silverlake Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Silverlake Wealth Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.