TWM
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Topsail Wealth Management’s Visa V Stock Holding History

Topsail 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 		$2.13M Sell
6,195
-1,007
-14% -$323K 0.27% 38
2026
Q1 		$2.18M Buy
7,202
+191
+3% +$61.4K 0.32% 30
2025
Q4 		$2.46M Sell
7,011
-169
-2% -$57.6K 0.36% 25
2025
Q3 		$2.45M Buy
7,180
+203
+3% +$70.3K 0.41% 26
2025
Q2 		$2.48M Sell
6,977
-56
-0.8% -$19.5K 0.45% 23
2025
Q1 		$2.46M Buy
7,033
+1,730
+33% +$585K 0.5% 21
2024
Q4 		$1.68M Buy
+5,303
New +$1.59M 0.36% 28

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

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

Topsail Wealth Management reduced its Visa (V) stake by 14% in Q2 2026, selling an estimated $323K and leaving 6,195 shares worth $2.13M. The position accounts for 0.27% of the portfolio, ranked #38.

Topsail Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.48M in Q2 2025. 4,568 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Topsail Wealth Management held 6,195 shares of Visa worth $2.13M as of Q2 2026.
  • Topsail Wealth Management sold 1,007 Visa shares in Q2 2026, an estimated $323K.
  • Visa made up 0.27% of Topsail Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Topsail Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Topsail Wealth Management's Visa position peaked at $2.48M in Q2 2025.
  • 4,568 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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