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Strategic Family Wealth Counselors’s Visa V Stock Holding History

Strategic Family Wealth Counselors’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 		$2.4M Sell
7,945
-566
-7% -$182K 0.63% 42
2025
Q4 		$2.77M Buy
8,511
+1,069
+14% +$364K 0.62% 42
2025
Q3 		$2.54M Sell
7,442
-2
-0% -$692 0.65% 39
2025
Q2 		$2.64M Buy
7,444
+11
+0.1% +$3.83K 0.75% 36
2025
Q1 		$2.61M Buy
7,433
+150
+2% +$50.8K 0.85% 36
2024
Q4 		$2.3M Buy
7,283
+30
+0.4% +$9.02K 0.75% 37
2024
Q3 		$1.99M Buy
7,253
+56
+0.8% +$15.1K 0.7% 37
2024
Q2 		$1.89M Hold
7,197
– – 0.72% 36
2024
Q1 		$2.01M Hold
7,197
– – 0.79% 36
2023
Q4 		$1.87M Hold
7,197
– – 0.79% 35
2023
Q3 		$1.66M Hold
7,197
– – 0.8% 33
2023
Q2 		$1.71M Hold
7,197
– – 0.79% 32
2023
Q1 		$1.62M Buy
7,197
+2,955
+70% +$658K 0.77% 33
2022
Q4 		$881K Sell
4,242
-1
-0% -$202 0.44% 46
2022
Q3 		$754K Sell
4,243
-38
-0.9% -$7.73K 0.37% 42
2022
Q2 		$843K Buy
4,281
+84
+2% +$17.4K 0.4% 41
2022
Q1 		$931K Hold
4,197
– – 0.38% 39
2021
Q4 		$910K Hold
4,197
– – 0.29% 46
2021
Q3 		$935K Buy
4,197
+6
+0.1% +$1.41K 0.32% 41
2021
Q2 		$980K Buy
4,191
+5
+0.1% +$1.14K 0.32% 39
2021
Q1 		$886K Buy
4,186
+6
+0.1% +$1.26K 0.33% 40
2020
Q4 		$914K Buy
4,180
+82
+2% +$16.8K 0.47% 37
2020
Q3 		$820K Sell
4,098
-50
-1% -$9.99K 0.46% 38
2020
Q2 		$801K Buy
4,148
+7
+0.2% +$1.28K 0.5% 37
2020
Q1 		$667K Sell
4,141
-54
-1% -$10.2K 0.5% 36
2019
Q4 		$788K Buy
4,195
+7
+0.2% +$1.26K 0.64% 31
2019
Q3 		$720K Buy
4,188
+121
+3% +$21.6K 0.54% 33
2019
Q2 		$706K Buy
4,067
+6
+0.1% +$982 0.55% 33
2019
Q1 		$634K Buy
4,061
+7
+0.2% +$1.01K 0.51% 33
2018
Q4 		$535K Buy
+4,054
New +$560K 0.61% 31

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

Strategic Family Wealth Counselors's V Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Visa (V) stake by 6.7% in Q1 2026, selling an estimated $182K and leaving 7,945 shares worth $2.4M. The position accounts for 0.63% of the portfolio, ranked #42.

Strategic Family Wealth Counselors first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.77M in Q4 2025. 4,457 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Strategic Family Wealth Counselors held 7,945 shares of Visa worth $2.4M as of Q1 2026.
  • Strategic Family Wealth Counselors sold 566 Visa shares in Q1 2026, an estimated $182K.
  • Visa made up 0.63% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #42 holding.
  • Strategic Family Wealth Counselors first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
  • Strategic Family Wealth Counselors's Visa position peaked at $2.77M in Q4 2025.
  • 4,457 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.