Sterling Group Wealth Management’s Visa V Stock Holding History

Sterling Group 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	$467K	Sell	1,361 -265	-16%	-$85.1K	0.19%	37
2026 Q1	$491K	Buy	1,626 +265	+19%	+$85.2K	0.23%	32
2025 Q4	$477K	Hold	1,361	–	–	0.23%	31
2025 Q3	$465K	Hold	1,361	–	–	0.23%	30
2025 Q2	$483K	Sell	1,361 -13	-0.9%	-$4.53K	0.27%	27
2025 Q1	$481K	Hold	1,374	–	–	0.26%	28
2024 Q4	$434K	Hold	1,374	–	–	0.23%	34
2024 Q3	$378K	Sell	1,374 -255	-16%	-$68.9K	0.2%	36
2024 Q2	$428K	Buy	+1,629	New	+$446K	0.25%	30
2024 Q1	–	Sell	-1,653	Closed	-$430K	–	44
2023 Q4	$430K	Hold	1,653	–	–	0.33%	31
2023 Q3	$380K	Hold	1,653	–	–	0.36%	31
2023 Q2	$393K	Sell	1,653 -22	-1%	-$5.04K	0.34%	30
2023 Q1	$378K	Buy	1,675 +466	+39%	+$104K	0.36%	30
2022 Q4	$251K	Buy	+1,209	New	+$244K	0.25%	40

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

Sterling Group Wealth Management's V Position: Q2 2026 in Review

Sterling Group Wealth Management reduced its Visa (V) stake by 16% in Q2 2026, selling an estimated $85.1K and leaving 1,361 shares worth $467K. The position accounts for 0.19% of the portfolio, ranked #37.

Sterling Group Wealth Management first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $491K in Q1 2026. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Sterling Group Wealth Management held 1,361 shares of Visa worth $467K as of Q2 2026.
Sterling Group Wealth Management sold 265 Visa shares in Q2 2026, an estimated $85.1K.
Visa made up 0.19% of Sterling Group Wealth Management's portfolio in Q2 2026, its #37 holding.
Sterling Group Wealth Management first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
Sterling Group Wealth Management's Visa position peaked at $491K in Q1 2026.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.