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SMART Wealth’s Visa V Stock Holding History

SMART 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 		$232K Buy
+677
New +$217K 0.05% 207
2025
Q4 		– Sell
-1,278
Closed -$436K – 203
2025
Q3 		$436K Buy
1,278
+14
+1% +$4.84K 0.16% 96
2025
Q2 		$449K Buy
+1,264
New +$441K 0.14% 112
2024
Q3 		– Sell
-901
Closed -$237K – 160
2024
Q2 		$237K Buy
901
+154
+21% +$42.2K 0.1% 107
2024
Q1 		$208K Buy
+747
New +$206K 0.09% 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

SMART Wealth's V Position: Q2 2026 in Review

SMART Wealth opened a new position in Visa (V) in Q2 2026: 677 shares worth $232K. The stake represents 0.05% of the portfolio and ranks #207 among its holdings. This is a return to the name: SMART Wealth previously reported a position in V as recently as Q3 2025.

SMART Wealth first reported a position in V in Q1 2024 and has held it in 5 quarters since. The position peaked at $449K in Q2 2025. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SMART Wealth held 677 shares of Visa worth $232K as of Q2 2026.
  • Visa was a new SMART Wealth position in Q2 2026.
  • Visa made up 0.05% of SMART Wealth's portfolio in Q2 2026, its #207 holding.
  • SMART Wealth first reported a position in Visa in Q1 2024 and has held it in 5 quarters since.
  • SMART Wealth's Visa position peaked at $449K in Q2 2025.
  • 4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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