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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

TSA Wealth Management opened a new position in Visa (V) in Q1 2026: 901 shares worth $272K. The stake represents 0.09% of the portfolio and ranks #87 among its holdings. This is a return to the name: TSA Wealth Management previously reported a position in V as recently as Q3 2025.

TSA Wealth Management first reported a position in V in Q2 2025 and has held it in 3 quarters since. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • TSA Wealth Management held 901 shares of Visa worth $272K as of Q1 2026.
  • Visa was a new TSA Wealth Management position in Q1 2026.
  • Visa made up 0.09% of TSA Wealth Management's portfolio in Q1 2026, its #87 holding.
  • TSA Wealth Management first reported a position in Visa in Q2 2025 and has held it in 3 quarters since.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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