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Strategic Wealth Investment Group’s Visa V Stock Holding History

Strategic Wealth Investment 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 		$12.2M Buy
40,506
+1,054
+3% +$339K 1.55% 22
2025
Q4 		$13.8M Sell
39,452
-16,030
-29% -$5.46M 1.7% 21
2025
Q3 		$18.9M Buy
55,482
+51,777
+1,397% +$17.9M 1.59% 21
2025
Q2 		$1.32M Buy
3,705
+46
+1% +$16K 1.9% 18
2025
Q1 		$1.28M Sell
3,659
-53,179
-94% -$18M 2.23% 16
2024
Q4 		$18M Buy
56,838
+591
+1% +$178K 1.98% 16
2024
Q3 		$15.6M Buy
56,247
+2,087
+4% +$564K 1.67% 18
2024
Q2 		$14.3M Buy
+54,160
New +$14.8M 1.8% 17
2023
Q4 		$11.7M Buy
45,047
+6,091
+16% +$1.5M 1.76% 18
2023
Q3 		$8.96M Buy
38,956
+4,595
+13% +$1.1M 1.62% 22
2023
Q2 		$8.16M Buy
34,361
+4,327
+14% +$990K 1.29% 26
2023
Q1 		$6.77M Buy
30,034
+4,560
+18% +$1.01M 1.26% 24
2022
Q4 		$5.59M Buy
25,474
+3,190
+14% +$643K 1.29% 21
2022
Q3 		$3.96M Buy
22,284
+662
+3% +$135K 1.14% 24
2022
Q2 		$4.26M Sell
21,622
-566
-3% -$117K 1.07% 24
2022
Q1 		$4.92M Buy
22,188
+3,735
+20% +$808K 1.17% 26
2021
Q4 		$4M Buy
18,453
+3,030
+20% +$650K 1.04% 31
2021
Q3 		$3.44M Buy
15,423
+3,337
+28% +$783K 1.03% 30
2021
Q2 		$2.83M Buy
12,086
+3,465
+40% +$792K 1% 29
2021
Q1 		$1.82M Buy
8,621
+2,037
+31% +$429K 0.88% 34
2020
Q4 		$1.44M Buy
6,584
+618
+10% +$126K 0.84% 32
2020
Q3 		$1.19M Buy
5,966
+857
+17% +$171K 0.9% 32
2020
Q2 		$987K Buy
5,109
+871
+21% +$159K 0.97% 29
2020
Q1 		$683K Buy
4,238
+533
+14% +$100K 1.11% 26
2019
Q4 		$696K Buy
+3,705
New +$668K 0.72% 31

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

Strategic Wealth Investment Group's V Position: Q1 2026 in Review

Strategic Wealth Investment Group increased its Visa (V) stake by 2.7% in Q1 2026, buying an estimated $339K and bringing the position to 40,506 shares worth $12.2M. The position accounts for 1.55% of the portfolio, ranked #22.

Strategic Wealth Investment Group first reported a position in V in Q4 2019 and has held it in 25 quarters since. The position peaked at $18.9M in Q3 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Strategic Wealth Investment Group held 40,506 shares of Visa worth $12.2M as of Q1 2026.
  • Strategic Wealth Investment Group bought 1,054 Visa shares in Q1 2026, an estimated $339K.
  • Visa made up 1.55% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #22 holding.
  • Strategic Wealth Investment Group first reported a position in Visa in Q4 2019 and has held it in 25 quarters since.
  • Strategic Wealth Investment Group's Visa position peaked at $18.9M in Q3 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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