Timmons Wealth Management’s Visa V Stock Holding History

Timmons 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	–	Sell	-98	Closed	-$29.6K	–	81
2026 Q1	$29.6K	Hold	98	–	–	0.03%	53
2025 Q4	$34.3K	Buy	+98	New	+$33.4K	0.03%	54

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Timmons Wealth Management sold out of Visa (V) in Q2 2026, closing a stake of 98 shares — an estimated $29.6K sold.

Timmons Wealth Management first reported a position in V in Q4 2025 and held it in 2 quarters. The position peaked at $34.3K in Q4 2025. 4,553 funds tracked by Wall St. Rank hold V as of Q2 2026.

Timmons Wealth Management reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
Timmons Wealth Management sold 98 Visa shares in Q2 2026, an estimated $29.6K.
Timmons Wealth Management first reported a position in Visa in Q4 2025 and held it in 2 quarters.
Timmons Wealth Management's Visa position peaked at $34.3K in Q4 2025.
4,553 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Timmons Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.