TWM
V icon

Tradition Wealth Management’s Visa V Stock Holding History

Tradition 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
Q1 		$1.56M Buy
5,162
+125
+2% +$40.2K 0.11% 162
2025
Q4 		$1.77M Sell
5,037
-77
-2% -$26.2K 0.13% 146
2025
Q3 		$1.75M Sell
5,114
-44
-0.9% -$15.2K 0.13% 147
2025
Q2 		$1.83M Buy
5,158
+185
+4% +$64.5K 0.15% 133
2025
Q1 		$1.74M Buy
4,973
+159
+3% +$53.8K 0.15% 125
2024
Q4 		$1.52M Sell
4,814
-1
-0% -$301 0.13% 136
2024
Q3 		$1.32M Sell
4,815
-89
-2% -$24.1K 0.12% 148
2024
Q2 		$1.29M Buy
4,904
+213
+5% +$58.4K 0.12% 136
2024
Q1 		$1.31M Buy
4,691
+482
+11% +$133K 0.13% 130
2023
Q4 		$1.1M Sell
4,209
-20
-0.5% -$4.93K 0.11% 125
2023
Q3 		$973K Buy
4,229
+141
+3% +$33.9K 0.12% 123
2023
Q2 		$971K Buy
4,088
+39
+1% +$8.93K 0.11% 123
2023
Q1 		$913K Buy
4,049
+718
+22% +$160K 0.11% 119
2022
Q4 		$692K Sell
3,331
-39
-1% -$7.87K 0.1% 133
2022
Q3 		$599K Buy
3,370
+195
+6% +$39.7K 0.09% 139
2022
Q2 		$625K Buy
3,175
+39
+1% +$8.06K 0.09% 141
2022
Q1 		$695K Buy
3,136
+38
+1% +$8.22K 0.09% 155
2021
Q4 		$671K Sell
3,098
-125
-4% -$26.8K 0.08% 156
2021
Q3 		$718K Buy
3,223
+93
+3% +$21.8K 0.1% 136
2021
Q2 		$732K Sell
3,130
-101
-3% -$23.1K 0.11% 141
2021
Q1 		$684K Sell
3,231
-123
-4% -$25.9K 0.12% 134
2020
Q4 		$734K Buy
+3,354
New +$686K 0.14% 115

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

Tradition Wealth Management's V Position: Q1 2026 in Review

Tradition Wealth Management increased its Visa (V) stake by 2.5% in Q1 2026, buying an estimated $40.2K and bringing the position to 5,162 shares worth $1.56M. The position accounts for 0.11% of the portfolio, ranked #162.

Tradition Wealth Management first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.83M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Tradition Wealth Management held 5,162 shares of Visa worth $1.56M as of Q1 2026.
  • Tradition Wealth Management bought 125 Visa shares in Q1 2026, an estimated $40.2K.
  • Visa made up 0.11% of Tradition Wealth Management's portfolio in Q1 2026, its #162 holding.
  • Tradition Wealth Management first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Visa position peaked at $1.83M in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.