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TritonPoint Wealth’s Visa V Stock Holding History

TritonPoint 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 		$17.6M Sell
51,275
-854
-2% -$274K 1.73% 12
2026
Q1 		$15.8M Sell
52,129
-1,163
-2% -$374K 1.69% 11
2025
Q4 		$18.7M Sell
53,292
-8,521
-14% -$2.9M 1.9% 9
2025
Q3 		$21.1M Buy
61,813
+252
+0.4% +$87.2K 1.81% 9
2025
Q2 		$21.9M Sell
61,561
-2,459
-4% -$857K 2.02% 9
2025
Q1 		$22.4M Sell
64,020
-558
-0.9% -$189K 2.14% 7
2024
Q4 		$20.4M Sell
64,578
-1,306
-2% -$393K 1.85% 9
2024
Q3 		$18.1M Buy
65,884
+3,984
+6% +$1.08M 1.66% 11
2024
Q2 		$16.2M Buy
61,900
+25
+0% +$6.85K 1.56% 12
2024
Q1 		$15.2M Sell
61,875
-648
-1% -$179K 1.59% 11
2023
Q4 		$16.3M Buy
+62,523
New +$15.4M 1.59% 11

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

TritonPoint Wealth's V Position: Q2 2026 in Review

TritonPoint Wealth reduced its Visa (V) stake by 1.6% in Q2 2026, selling an estimated $274K and leaving 51,275 shares worth $17.6M. The position accounts for 1.73% of the portfolio, ranked #12.

TritonPoint Wealth first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.4M in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • TritonPoint Wealth held 51,275 shares of Visa worth $17.6M as of Q2 2026.
  • TritonPoint Wealth sold 854 Visa shares in Q2 2026, an estimated $274K.
  • Visa made up 1.73% of TritonPoint Wealth's portfolio in Q2 2026, its #12 holding.
  • TritonPoint Wealth first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's Visa position peaked at $22.4M in Q1 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.