Simplicity Wealth’s Visa V Stock Holding History

Simplicity Wealth’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	$8.56M	Buy	24,936 +5,453	+28%	+$1.75M	0.29%	79
2026 Q1	$5.89M	Sell	19,483 -560	-3%	-$180K	0.33%	64
2025 Q4	$7.03M	Sell	20,043 -1,966	-9%	-$670K	0.42%	52
2025 Q3	$7.51M	Sell	22,009 -14,719	-40%	-$5.09M	0.44%	45
2025 Q2	$13M	Buy	36,728 +18,153	+98%	+$6.33M	0.54%	36
2025 Q1	$6.51M	Buy	18,575 +10,210	+122%	+$3.45M	0.51%	37
2024 Q4	$2.64M	Sell	8,365 -8,217	-50%	-$2.47M	0.55%	36
2024 Q3	$4.56M	Sell	16,582 -46,296	-74%	-$12.5M	0.42%	52
2024 Q2	$16.5M	Buy	62,878 +1,574	+3%	+$431K	0.37%	48
2024 Q1	$17.1M	Buy	61,304 +57,366	+1,457%	+$15.8M	0.41%	41
2023 Q4	$1.03M	Buy	+3,938	New	+$971K	0.4%	45

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Simplicity Wealth's V Position: Q2 2026 in Review

Simplicity Wealth increased its Visa (V) stake by 28% in Q2 2026, buying an estimated $1.75M and bringing the position to 24,936 shares worth $8.56M. The position accounts for 0.29% of the portfolio, ranked #79.

Simplicity Wealth first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.1M in Q1 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Simplicity Wealth held 24,936 shares of Visa worth $8.56M as of Q2 2026.
Simplicity Wealth bought 5,453 Visa shares in Q2 2026, an estimated $1.75M.
Visa made up 0.29% of Simplicity Wealth's portfolio in Q2 2026, its #79 holding.
Simplicity Wealth first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
Simplicity Wealth's Visa position peaked at $17.1M in Q1 2024.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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