Triangle Securities Wealth Management’s Visa V Stock Holding History

Triangle Securities 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	$3.43M	Sell	10,002 -451	-4%	-$145K	0.68%	46
2026 Q1	$3.16M	Sell	10,453 -298	-3%	-$95.8K	0.72%	44
2025 Q4	$3.77M	Sell	10,751 -216	-2%	-$73.6K	0.79%	37
2025 Q3	$3.74M	Sell	10,967 -42	-0.4%	-$14.5K	0.85%	32
2025 Q2	$3.91M	Sell	11,009 -220	-2%	-$76.7K	0.96%	30
2025 Q1	$3.94M	Sell	11,229 -309	-3%	-$105K	1.01%	26
2024 Q4	$3.65M	Sell	11,538 -329	-3%	-$98.9K	0.94%	27
2024 Q3	$3.26M	Sell	11,867 -45	-0.4%	-$12.2K	0.84%	32
2024 Q2	$3.13M	Sell	11,912 -337	-3%	-$92.4K	0.88%	28
2024 Q1	$3.42M	Buy	12,249 +7	+0.1%	+$1.93K	0.97%	24
2023 Q4	$3.19M	Sell	12,242 -184	-1%	-$45.4K	0.99%	23
2023 Q3	$2.86M	Sell	12,426 -1	-0%	-$240	1.02%	24
2023 Q2	$2.95M	Sell	12,427 -408	-3%	-$93.4K	1.02%	24
2023 Q1	$2.89M	Sell	12,835 -347	-3%	-$77.2K	1.03%	23
2022 Q4	$2.74M	Buy	13,182 +60	+0.5%	+$12.1K	1%	27
2022 Q3	$2.33M	Sell	13,122 -43	-0.3%	-$8.75K	0.95%	32
2022 Q2	$2.59M	Buy	13,165 +238	+2%	+$49.2K	1.01%	27
2022 Q1	$2.87M	Sell	12,927 -449	-3%	-$97.1K	0.96%	27
2021 Q4	$2.9M	Buy	13,376 +350	+3%	+$75.1K	0.91%	29
2021 Q3	$2.9M	Sell	13,026 -2,783	-18%	-$653K	0.99%	27
2021 Q2	$3.7M	Sell	15,809 -425	-3%	-$97.2K	1.25%	15
2021 Q1	$3.44M	Sell	16,234 -80	-0.5%	-$16.8K	1.24%	14
2020 Q4	$3.57M	Buy	16,314 +118	+0.7%	+$24.1K	1.41%	12
2020 Q3	$3.24M	Sell	16,196 -434	-3%	-$86.7K	1.46%	11
2020 Q2	$3.21M	Sell	16,630 -180	-1%	-$32.9K	1.54%	11
2020 Q1	$2.71M	Sell	16,810 -324	-2%	-$61K	1.56%	12
2019 Q4	$3.22M	Sell	17,134 -1,470	-8%	-$265K	1.4%	17
2019 Q3	$3.2M	Sell	18,604 -497	-3%	-$88.5K	1.56%	15
2019 Q2	$3.37M	Sell	19,101 -688	-3%	-$113K	1.71%	14
2019 Q1	$3.09M	Sell	19,789 -195	-1%	-$28.1K	1.62%	13
2018 Q4	$2.64M	Sell	19,984 -733	-4%	-$101K	1.56%	16
2018 Q3	$3.11M	Sell	20,717 -787	-4%	-$112K	1.65%	14
2018 Q2	$2.85M	Sell	21,504 -660	-3%	-$84.9K	1.59%	15
2018 Q1	$2.65M	Sell	22,164 -869	-4%	-$105K	1.52%	15
2017 Q4	$2.63M	Sell	23,033 -460	-2%	-$50.8K	1.5%	16
2017 Q3	$2.47M	Sell	23,493 -170	-0.7%	-$17.2K	1.47%	19
2017 Q2	$2.22M	Buy	23,663 +315	+1%	+$29.2K	1.47%	22
2017 Q1	$2.08M	Buy	23,348 +310	+1%	+$26.7K	1.32%	27
2016 Q4	$1.8M	Buy	23,038 +65	+0.3%	+$5.23K	1.2%	28
2016 Q3	$1.9M	Sell	22,973 -905	-4%	-$72.5K	1.31%	28
2016 Q2	$1.77M	Sell	23,878 -1,200	-5%	-$94K	1.32%	27
2016 Q1	$1.92M	Buy	25,078 +7,770	+45%	+$565K	1.25%	25
2015 Q4	$1.34M	Hold	17,308	–	–	0.9%	38
2015 Q3	$1.21M	Sell	17,308 -468	-3%	-$33.4K	0.91%	38
2015 Q2	$1.19M	Sell	17,776 -460	-3%	-$31.2K	0.84%	44
2015 Q1	$1.19M	Sell	18,236 -284	-2%	-$18.8K	0.83%	43
2014 Q4	$1.21M	Buy	18,520 +1,020	+6%	+$61.4K	0.86%	43
2014 Q3	$933K	Hold	17,500	–	–	0.72%	50
2014 Q2	$922K	Buy	17,500 +6,980	+66%	+$365K	0.71%	52
2014 Q1	$447K	Sell	10,520 -1,360	-11%	-$75.6K	0.4%	76
2013 Q4	$661K	Sell	11,880 -1,200	-9%	-$60.5K	0.54%	66
2013 Q3	$625K	Buy	13,080 +160	+1%	+$7.39K	0.54%	66
2013 Q2	$590K	Buy	+12,920	New	+$565K	0.44%	66

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Triangle Securities Wealth Management's V Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Visa (V) stake by 4.3% in Q2 2026, selling an estimated $145K and leaving 10,002 shares worth $3.43M. The position accounts for 0.68% of the portfolio, ranked #46.

Triangle Securities Wealth Management first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.94M in Q1 2025. 876 funds tracked by Wall St. Rank hold V as of Q2 2026.

Triangle Securities Wealth Management held 10,002 shares of Visa worth $3.43M as of Q2 2026.
Triangle Securities Wealth Management sold 451 Visa shares in Q2 2026, an estimated $145K.
Visa made up 0.68% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #46 holding.
Triangle Securities Wealth Management first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
Triangle Securities Wealth Management's Visa position peaked at $3.94M in Q1 2025.
876 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.