SWM
V icon

Stronghold Wealth Management’s Visa V Stock Holding History

Stronghold 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 		$774K Buy
2,257
+167
+8% +$53.6K 1.04% 20
2026
Q1 		$632K Buy
2,090
+68
+3% +$21.9K 0.95% 25
2025
Q4 		$709K Buy
+2,022
New +$689K 1.05% 22

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Stronghold Wealth Management increased its Visa (V) stake by 8% in Q2 2026, buying an estimated $53.6K and bringing the position to 2,257 shares worth $774K. The position accounts for 1.04% of the portfolio, ranked #20.

Stronghold Wealth Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,559 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Stronghold Wealth Management held 2,257 shares of Visa worth $774K as of Q2 2026.
  • Stronghold Wealth Management bought 167 Visa shares in Q2 2026, an estimated $53.6K.
  • Visa made up 1.04% of Stronghold Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Stronghold Wealth Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,559 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Stronghold Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.