VWM
V icon

Valley Wealth Managers’s Visa V Stock Holding History

Valley Wealth Managers’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 		$2.01M Sell
6,658
-424
-6% -$136K 0.13% 117
2025
Q4 		$2.48M Buy
7,082
+1,160
+20% +$395K 0.16% 114
2025
Q3 		$2.02M Buy
5,922
+1,356
+30% +$469K 0.13% 111
2025
Q2 		$1.62M Sell
4,566
-797
-15% -$278K 0.12% 118
2025
Q1 		$1.88M Buy
5,363
+346
+7% +$117K 0.14% 112
2024
Q4 		$1.59M Buy
5,017
+564
+13% +$170K 0.12% 116
2024
Q3 		$1.22M Buy
4,453
+1,793
+67% +$485K 0.09% 125
2024
Q2 		$698K Buy
2,660
+712
+37% +$195K 0.06% 143
2024
Q1 		$544K Buy
1,948
+553
+40% +$153K 0.04% 143
2023
Q4 		$363K Buy
1,395
+160
+13% +$39.4K 0.03% 153
2023
Q3 		$284K Buy
1,235
+54
+5% +$13K 0.02% 162
2023
Q2 		$280K Sell
1,181
-1,376
-54% -$315K 0.03% 139
2023
Q1 		$577K Buy
2,557
+1,303
+104% +$290K 0.05% 121
2022
Q4 		$261K Buy
1,254
+22
+2% +$4.44K 0.02% 144
2022
Q3 		$219K Buy
1,232
+109
+10% +$22.2K 0.02% 159
2022
Q2 		$221K Sell
1,123
-275
-20% -$56.8K 0.02% 175
2022
Q1 		$310K Buy
1,398
+61
+5% +$13.2K 0.03% 156
2021
Q4 		$290K Buy
1,337
+192
+17% +$41.2K 0.02% 170
2021
Q3 		$255K Buy
+1,145
New +$268K 0.02% 168

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

Valley Wealth Managers's V Position: Q1 2026 in Review

Valley Wealth Managers reduced its Visa (V) stake by 6% in Q1 2026, selling an estimated $136K and leaving 6,658 shares worth $2.01M. The position accounts for 0.13% of the portfolio, ranked #117.

Valley Wealth Managers first reported a position in V in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.48M in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Valley Wealth Managers held 6,658 shares of Visa worth $2.01M as of Q1 2026.
  • Valley Wealth Managers sold 424 Visa shares in Q1 2026, an estimated $136K.
  • Visa made up 0.13% of Valley Wealth Managers's portfolio in Q1 2026, its #117 holding.
  • Valley Wealth Managers first reported a position in Visa in Q3 2021 and has held it in 19 quarters since.
  • Valley Wealth Managers's Visa position peaked at $2.48M in Q4 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.