SK Wealth Management’s Visa V Stock Holding History

SK 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	–	Sell	-605	Closed	-$201K	–	80
2025 Q4	$201K	Buy	605 +1	+0.2%	+$341	0.06%	79
2025 Q3	$210K	Buy	604 +1	+0.2%	+$346	0.08%	81
2025 Q2	$216K	Buy	+603	New	+$210K	0.09%	76

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

SK Wealth Management sold out of Visa (V) in Q1 2026, closing a stake of 605 shares — an estimated $201K sold.

SK Wealth Management first reported a position in V in Q2 2025 and held it in 3 quarters. The position peaked at $216K in Q2 2025. 4,468 funds tracked by Wall St. Rank hold V as of Q1 2026.

SK Wealth Management reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
SK Wealth Management sold 605 Visa shares in Q1 2026, an estimated $201K.
SK Wealth Management first reported a position in Visa in Q2 2025 and held it in 3 quarters.
SK Wealth Management's Visa position peaked at $216K in Q2 2025.
4,468 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on SK Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.