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Towerpoint Wealth’s Visa V Stock Holding History

Towerpoint Wealth’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
-751
Closed -$227K – 116
2026
Q1 		$227K Sell
751
-43
-5% -$13.8K 0.09% 86
2025
Q4 		$279K Sell
794
-50
-6% -$17K 0.11% 76
2025
Q3 		$288K Sell
844
-932
-52% -$323K 0.12% 75
2025
Q2 		$631K Buy
1,776
+961
+118% +$335K 0.28% 49
2025
Q1 		$286K Sell
815
-104
-11% -$35.2K 0.14% 67
2024
Q4 		$290K Sell
919
-84
-8% -$25.3K 0.14% 66
2024
Q3 		$276K Sell
1,003
-16
-2% -$4.33K 0.13% 72
2024
Q2 		$267K Sell
1,019
-116
-10% -$31.8K 0.13% 66
2024
Q1 		$317K Buy
1,135
+304
+37% +$83.9K 0.16% 62
2023
Q4 		$216K Buy
+831
New +$205K 0.12% 72
2023
Q3 		– Sell
-1,024
Closed -$243K – 83
2023
Q2 		$243K Buy
1,024
+50
+5% +$11.4K 0.14% 72
2023
Q1 		$220K Buy
+974
New +$217K 0.13% 74
2020
Q4 		– Sell
-1,025
Closed -$205K – 76
2020
Q3 		$205K Buy
+1,025
New +$205K 0.11% 61

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

Towerpoint Wealth's V Position: Q2 2026 in Review

Towerpoint Wealth sold out of Visa (V) in Q2 2026, closing a stake of 751 shares — an estimated $227K sold.

Towerpoint Wealth first reported a position in V in Q3 2020 and held it in 13 quarters. The position peaked at $631K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Towerpoint Wealth reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Towerpoint Wealth sold 751 Visa shares in Q2 2026, an estimated $227K.
  • Towerpoint Wealth first reported a position in Visa in Q3 2020 and held it in 13 quarters.
  • Towerpoint Wealth's Visa position peaked at $631K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.