TWM
V icon

Tripletail Wealth Management’s Visa V Stock Holding History

Tripletail 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 		$205K Hold
566
– – 0.24% 77
2026
Q1 		$170K Buy
566
+60
+12% +$19.3K 0.23% 82
2025
Q4 		$177K Buy
506
+115
+29% +$39.2K 0.22% 78
2025
Q3 		$138K Buy
+391
New +$135K 0.16% 95

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

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

Tripletail Wealth Management held its Visa (V) position steady in Q2 2026 at 566 shares worth $205K. The position accounts for 0.24% of the portfolio, ranked #77.

Tripletail Wealth Management first reported a position in V in Q3 2025 and has held it in 4 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Tripletail Wealth Management held 566 shares of Visa worth $205K as of Q2 2026.
  • Tripletail Wealth Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.24% of Tripletail Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Tripletail Wealth Management first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.