TWM
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TSA Wealth Management’s Visa V Stock Holding History

TSA 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 		$419K Buy
1,221
+320
+36% +$103K 0.12% 75
2026
Q1 		$272K Buy
+901
New +$290K 0.09% 87
2025
Q4 		– Sell
-659
Closed -$225K – 98
2025
Q3 		$225K Buy
659
+31
+5% +$10.7K 0.08% 78
2025
Q2 		$223K Buy
+628
New +$219K 0.08% 75

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

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

TSA Wealth Management increased its Visa (V) stake by 36% in Q2 2026, buying an estimated $103K and bringing the position to 1,221 shares worth $419K. The position accounts for 0.12% of the portfolio, ranked #75.

TSA Wealth Management first reported a position in V in Q2 2025 and has held it in 4 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • TSA Wealth Management held 1,221 shares of Visa worth $419K as of Q2 2026.
  • TSA Wealth Management bought 320 Visa shares in Q2 2026, an estimated $103K.
  • Visa made up 0.12% of TSA Wealth Management's portfolio in Q2 2026, its #75 holding.
  • TSA Wealth Management first reported a position in Visa in Q2 2025 and has held it in 4 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.