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U.S. Wealth Group’s Visa V Stock Holding History

U.S. Wealth Group’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 		$3.04M Buy
8,866
+1,399
+19% +$449K 1.82% 23
2026
Q1 		$2.26M Sell
7,467
-77
-1% -$24.8K 1.53% 28
2025
Q4 		$2.65M Sell
7,544
-80
-1% -$27.3K 1.74% 23
2025
Q3 		$2.6M Buy
7,624
+170
+2% +$58.8K 1.7% 26
2025
Q2 		$2.65M Buy
7,454
+105
+1% +$36.6K 2.06% 18
2025
Q1 		$2.58M Sell
7,349
-231
-3% -$78.2K 2.04% 16
2024
Q4 		$2.4M Buy
+7,580
New +$2.28M 1.81% 21

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

U.S. Wealth Group's V Position: Q2 2026 in Review

U.S. Wealth Group increased its Visa (V) stake by 19% in Q2 2026, buying an estimated $449K and bringing the position to 8,866 shares worth $3.04M. The position accounts for 1.82% of the portfolio, ranked #23.

U.S. Wealth Group first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • U.S. Wealth Group held 8,866 shares of Visa worth $3.04M as of Q2 2026.
  • U.S. Wealth Group bought 1,399 Visa shares in Q2 2026, an estimated $449K.
  • Visa made up 1.82% of U.S. Wealth Group's portfolio in Q2 2026, its #23 holding.
  • U.S. Wealth Group first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.