Trueblood Wealth Management’s Visa V Stock Holding History

Trueblood 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	$1.85M	Sell	5,396 -47	-0.9%	-$15.1K	0.65%	42
2026 Q1	$1.64M	Sell	5,443 -3	-0.1%	-$965	0.64%	45
2025 Q4	$1.91M	Buy	5,446 +373	+7%	+$127K	0.75%	32
2025 Q3	$1.73M	Buy	5,073 +349	+7%	+$121K	0.68%	32
2025 Q2	$1.68M	Buy	4,724 +767	+19%	+$267K	0.7%	35
2025 Q1	$1.39M	Buy	3,957 +1,343	+51%	+$454K	0.64%	43
2024 Q4	$826K	Sell	2,614 -14	-0.5%	-$4.21K	0.41%	81
2024 Q3	$723K	Buy	2,628 +5	+0.2%	+$1.35K	0.36%	89
2024 Q2	$688K	Buy	2,623 +5	+0.2%	+$1.37K	0.39%	82
2024 Q1	$731K	Buy	2,618 +375	+17%	+$104K	0.42%	77
2023 Q4	$584K	Buy	+2,243	New	+$553K	0.37%	91

Other funds holding V

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Trueblood Wealth Management reduced its Visa (V) stake by 0.86% in Q2 2026, selling an estimated $15.1K and leaving 5,396 shares worth $1.85M. The position accounts for 0.65% of the portfolio, ranked #42.

Trueblood Wealth Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

Trueblood Wealth Management held 5,396 shares of Visa worth $1.85M as of Q2 2026.
Trueblood Wealth Management sold 47 Visa shares in Q2 2026, an estimated $15.1K.
Visa made up 0.65% of Trueblood Wealth Management's portfolio in Q2 2026, its #42 holding.
Trueblood Wealth Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's Visa position peaked at $1.91M in Q4 2025.
2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.