StoneCrest Wealth Management’s Visa V Stock Holding History

StoneCrest 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	$305K	Sell	890 -32	-3%	-$10.3K	0.1%	65
2026 Q1	$279K	Sell	922 -376	-29%	-$121K	0.12%	67
2025 Q4	$455K	Sell	1,298 -11	-0.8%	-$3.75K	0.18%	61
2025 Q3	$447K	Sell	1,309 -38	-3%	-$13.2K	0.2%	59
2025 Q2	$478K	Sell	1,347 -29	-2%	-$10.1K	0.23%	61
2025 Q1	$482K	Hold	1,376	–	–	0.31%	52
2024 Q4	$435K	Hold	1,376	–	–	0.28%	52
2024 Q3	$378K	Sell	1,376 -447	-25%	-$121K	0.28%	52
2024 Q2	$478K	Sell	1,823 -10	-0.5%	-$2.74K	0.37%	41
2024 Q1	$512K	Sell	1,833 -45	-2%	-$12.4K	0.44%	38
2023 Q4	$489K	Buy	+1,878	New	+$463K	0.47%	37

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

StoneCrest Wealth Management's V Position: Q2 2026 in Review

StoneCrest Wealth Management reduced its Visa (V) stake by 3.5% in Q2 2026, selling an estimated $10.3K and leaving 890 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #65.

StoneCrest Wealth Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $512K in Q1 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

StoneCrest Wealth Management held 890 shares of Visa worth $305K as of Q2 2026.
StoneCrest Wealth Management sold 32 Visa shares in Q2 2026, an estimated $10.3K.
Visa made up 0.1% of StoneCrest Wealth Management's portfolio in Q2 2026, its #65 holding.
StoneCrest Wealth Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
StoneCrest Wealth Management's Visa position peaked at $512K in Q1 2024.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.