TWD
V icon

True Wealth Design’s Visa V Stock Holding History

True Wealth Design’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 		$109K Sell
318
-16
-5% -$5.14K 0.03% 234
2026
Q1 		$101K Buy
334
+236
+241% +$75.9K 0.03% 216
2025
Q4 		$34.4K Sell
98
-153
-61% -$52.1K 0.01% 442
2025
Q3 		$85.6K Buy
251
+98
+64% +$33.9K 0.03% 196
2025
Q2 		$54.2K Buy
153
+35
+30% +$12.2K 0.02% 195
2025
Q1 		$41.3K Buy
118
+71
+151% +$24K 0.02% 225
2024
Q4 		$14.8K Sell
47
-295
-86% -$88.7K 0.01% 360
2024
Q3 		$94K Buy
342
+318
+1,325% +$86K 0.04% 66
2024
Q2 		$6.3K Hold
24
– – ﹤0.01% 262
2024
Q1 		$6.7K Hold
24
– – ﹤0.01% 263
2023
Q4 		$6.25K Buy
+24
New +$5.92K ﹤0.01% 253
2023
Q2 		– Sell
-63
Closed -$14.2K – 867
2023
Q1 		$14.2K Buy
63
+42
+200% +$9.35K 0.01% 221
2022
Q4 		$4.36K Buy
+21
New +$4.24K ﹤0.01% 257

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

True Wealth Design's V Position: Q2 2026 in Review

True Wealth Design reduced its Visa (V) stake by 4.8% in Q2 2026, selling an estimated $5.14K and leaving 318 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #234.

True Wealth Design first reported a position in V in Q4 2022 and has held it in 13 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • True Wealth Design held 318 shares of Visa worth $109K as of Q2 2026.
  • True Wealth Design sold 16 Visa shares in Q2 2026, an estimated $5.14K.
  • Visa made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #234 holding.
  • True Wealth Design first reported a position in Visa in Q4 2022 and has held it in 13 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.