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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
Q2 		$289K Sell
841
-163
-16% -$52.3K 0.06% 107
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 $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's V Position: Q2 2026 in Review

Summit Wealth Group reduced its Visa (V) stake by 16% in Q2 2026, selling an estimated $52.3K and leaving 841 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #107.

Summit Wealth Group first reported a position in V in Q1 2021 and has held it in 6 quarters since. The position peaked at $303K in Q1 2026. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Summit Wealth Group held 841 shares of Visa worth $289K as of Q2 2026.
  • Summit Wealth Group sold 163 Visa shares in Q2 2026, an estimated $52.3K.
  • Visa made up 0.06% of Summit Wealth Group's portfolio in Q2 2026, its #107 holding.
  • Summit Wealth Group first reported a position in Visa in Q1 2021 and has held it in 6 quarters since.
  • Summit Wealth Group's Visa position peaked at $303K in Q1 2026.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.