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Stone Summit Wealth’s Visa V Stock Holding History

Stone Summit 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
Q1 		$2.32M Sell
7,662
-37
-0.5% -$11.9K 0.64% 47
2025
Q4 		$2.7M Buy
7,699
+109
+1% +$37.1K 0.73% 43
2025
Q3 		$2.59M Sell
7,590
-25
-0.3% -$8.65K 0.73% 42
2025
Q2 		$2.7M Buy
7,615
+180
+2% +$62.7K 0.84% 43
2025
Q1 		$2.61M Buy
7,435
+379
+5% +$128K 0.88% 38
2024
Q4 		$2.23M Sell
7,056
-95
-1% -$28.6K 0.75% 46
2024
Q3 		$1.97M Sell
7,151
-45
-0.6% -$12.2K 0.63% 53
2024
Q2 		$1.89M Buy
7,196
+66
+0.9% +$18.1K 0.68% 51
2024
Q1 		$1.99M Buy
7,130
+65
+0.9% +$17.9K 0.69% 49
2023
Q4 		$1.84M Sell
7,065
-326
-4% -$80.4K 0.71% 47
2023
Q3 		$1.7M Buy
7,391
+70
+1% +$16.8K 0.73% 49
2023
Q2 		$1.74M Sell
7,321
-169
-2% -$38.7K 0.72% 47
2023
Q1 		$1.69M Sell
7,490
-60
-0.8% -$13.4K 0.75% 47
2022
Q4 		$1.57M Buy
7,550
+370
+5% +$74.6K 0.77% 46
2022
Q3 		$1.28M Buy
7,180
+315
+5% +$64.1K 0.78% 46
2022
Q2 		$1.35M Buy
6,865
+480
+8% +$99.2K 0.81% 44
2022
Q1 		$1.45M Buy
6,385
+1,935
+43% +$419K 0.81% 42
2021
Q4 		$969K Buy
+4,450
New +$955K 0.79% 48

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Stone Summit Wealth's V Position: Q1 2026 in Review

Stone Summit Wealth reduced its Visa (V) stake by 0.48% in Q1 2026, selling an estimated $11.9K and leaving 7,662 shares worth $2.32M. The position accounts for 0.64% of the portfolio, ranked #47.

Stone Summit Wealth first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.7M in Q2 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Stone Summit Wealth held 7,662 shares of Visa worth $2.32M as of Q1 2026.
  • Stone Summit Wealth sold 37 Visa shares in Q1 2026, an estimated $11.9K.
  • Visa made up 0.64% of Stone Summit Wealth's portfolio in Q1 2026, its #47 holding.
  • Stone Summit Wealth first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's Visa position peaked at $2.7M in Q2 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.