Summit Wealth Group (Colorado)
V icon

Summit Wealth Group (Colorado)’s Visa V Stock Holding History

Summit Wealth Group (Colorado)’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
Q3 		$2.33M Buy
6,486
+3,643
+128% +$1.33M 0.15% 93
2026
Q2 		$975K Buy
2,843
+539
+23% +$173K 0.08% 132
2026
Q1 		$696K Buy
2,304
+347
+18% +$112K 0.07% 140
2025
Q4 		$686K Sell
1,957
-12,634
-87% -$4.3M 0.09% 121
2025
Q3 		$3.54M Buy
14,591
+12,856
+741% +$4.45M 0.37% 48
2025
Q2 		$616K Buy
+1,735
New +$605K 0.15% 115

Other funds holding V

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Summit Wealth Group (Colorado)'s V Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Visa (V) stake by 128% in Q3 2026, buying an estimated $1.33M and bringing the position to 6,486 shares worth $2.33M. The position accounts for 0.15% of the portfolio, ranked #93.

Summit Wealth Group (Colorado) first reported a position in V in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.54M in Q3 2025. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Summit Wealth Group (Colorado) held 6,486 shares of Visa worth $2.33M as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 3,643 Visa shares in Q3 2026, an estimated $1.33M.
  • Visa made up 0.15% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #93 holding.
  • Summit Wealth Group (Colorado) first reported a position in Visa in Q2 2025 and has held it in 6 quarters since.
  • Summit Wealth Group (Colorado)'s Visa position peaked at $3.54M in Q3 2025.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.