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Summit Wealth Group’s Visa V Stock Holding History

Summit Wealth 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 		$303K Buy
1,004
+397
+65% +$128K 0.07% 99
2025
Q4 		$213K Buy
+607
New +$207K 0.05% 112
2023
Q2 		– Sell
-107,544
Closed – – 250
2023
Q1 		$0 Buy
+107,544
New +$23.9M ﹤0.01% 257
2021
Q3 		– Sell
-711
Closed -$166K – 207
2021
Q2 		$166K Hold
711
– – 0.25% 27
2021
Q1 		$151K Buy
+711
New +$150K 0.24% 23

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

Summit Wealth Group's V Position: Q1 2026 in Review

Summit Wealth Group increased its Visa (V) stake by 65% in Q1 2026, buying an estimated $128K and bringing the position to 1,004 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #99.

Summit Wealth Group first reported a position in V in Q1 2021 and has held it in 5 quarters since. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Summit Wealth Group held 1,004 shares of Visa worth $303K as of Q1 2026.
  • Summit Wealth Group bought 397 Visa shares in Q1 2026, an estimated $128K.
  • Visa made up 0.07% of Summit Wealth Group's portfolio in Q1 2026, its #99 holding.
  • Summit Wealth Group first reported a position in Visa in Q1 2021 and has held it in 5 quarters since.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.