Triton Wealth Management’s Visa V Stock Holding History

Triton 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	$363K	Hold	1,212	–	–	0.13%	81
2025 Q4	$404K	Sell	1,212 -2	-0.2%	-$681	0.15%	79
2025 Q3	$412K	Buy	1,214 +3	+0.2%	+$1.04K	0.16%	71
2025 Q2	$429K	Buy	+1,211	New	+$422K	0.18%	67
2024 Q4	$391K	Buy	1,277 +192	+18%	+$57.7K	0.2%	54
2024 Q3	$302K	Hold	1,085	–	–	0.17%	64
2024 Q2	$287K	Sell	1,085 -4	-0.4%	-$1.1K	0.17%	65
2024 Q1	$301K	Buy	1,089 +31	+3%	+$8.56K	0.21%	58
2023 Q4	$275K	Sell	1,058 -15	-1%	-$3.7K	0.18%	58
2023 Q3	$261K	Hold	1,073	–	–	0.18%	58
2023 Q2	$255K	Hold	1,073	–	–	0.14%	68
2023 Q1	$242K	Sell	1,073 -15	-1%	-$3.34K	0.15%	62
2022 Q4	$240K	Hold	1,088	–	–	0.15%	67
2022 Q3	$201K	Hold	1,088	–	–	0.12%	76
2022 Q2	$224K	Buy	1,088 +64	+6%	+$13.2K	0.16%	72
2022 Q1	$236K	Hold	1,024	–	–	0.12%	81
2021 Q4	$236K	Buy	1,024 +8	+0.8%	+$1.72K	0.12%	81
2021 Q3	$235K	Sell	1,016 -5	-0.5%	-$1.17K	0.11%	93
2021 Q2	$237K	Buy	1,021 +29	+3%	+$6.63K	0.14%	97
2021 Q1	$219K	Buy	992 +15	+2%	+$3.16K	0.15%	94
2020 Q4	$210K	Buy	+977	New	+$200K	0.13%	81

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Triton Wealth Management held its Visa (V) position steady in Q1 2026 at 1,212 shares worth $363K. The position accounts for 0.13% of the portfolio, ranked #81.

Triton Wealth Management first reported a position in V in Q4 2020 and has held it in 21 quarters since. The position peaked at $429K in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Triton Wealth Management held 1,212 shares of Visa worth $363K as of Q1 2026.
Triton Wealth Management left its Visa share count unchanged in Q1 2026.
Visa made up 0.13% of Triton Wealth Management's portfolio in Q1 2026, its #81 holding.
Triton Wealth Management first reported a position in Visa in Q4 2020 and has held it in 21 quarters since.
Triton Wealth Management's Visa position peaked at $429K in Q2 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Triton Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.