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Stillwater Wealth Management Group’s Visa V Stock Holding History

Stillwater Wealth Management Group’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 		$2.72M Sell
9,012
-1,201
-12% -$386K 1.68% 25
2025
Q4 		$3.58M Buy
10,213
+57
+0.6% +$19.4K 2.43% 17
2025
Q3 		$3.47M Buy
+10,156
New +$3.52M 2.43% 19
2025
Q1 		$3.22M Buy
9,185
+469
+5% +$159K 2.79% 12
2024
Q4 		$2.75M Buy
+8,716
New +$2.62M 2.47% 16

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stillwater Wealth Management Group's V Position: Q1 2026 in Review

Stillwater Wealth Management Group reduced its Visa (V) stake by 12% in Q1 2026, selling an estimated $386K and leaving 9,012 shares worth $2.72M. The position accounts for 1.68% of the portfolio, ranked #25.

Stillwater Wealth Management Group first reported a position in V in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.58M in Q4 2025. 4,460 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Stillwater Wealth Management Group held 9,012 shares of Visa worth $2.72M as of Q1 2026.
  • Stillwater Wealth Management Group sold 1,201 Visa shares in Q1 2026, an estimated $386K.
  • Visa made up 1.68% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #25 holding.
  • Stillwater Wealth Management Group first reported a position in Visa in Q4 2024 and has held it in 5 quarters since.
  • Stillwater Wealth Management Group's Visa position peaked at $3.58M in Q4 2025.
  • 4,460 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.