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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
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 $6.73T 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

Summit Wealth Group (Colorado)'s V Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Visa (V) stake by 23% in Q2 2026, buying an estimated $173K and bringing the position to 2,843 shares worth $975K. The position accounts for 0.08% of the portfolio, ranked #132.

Summit Wealth Group (Colorado) first reported a position in V in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.54M in Q3 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,843 shares of Visa worth $975K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 539 Visa shares in Q2 2026, an estimated $173K.
  • Visa made up 0.08% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #132 holding.
  • Summit Wealth Group (Colorado) first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Visa position peaked at $3.54M in Q3 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.