VW
V icon

Vance Wealth’s Visa V Stock Holding History

Vance Wealth’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 		$748K Sell
2,180
-15
-0.7% -$4.82K 0.17% 65
2026
Q1 		$663K Buy
2,195
+940
+75% +$302K 0.19% 63
2025
Q4 		$440K Sell
1,255
-126
-9% -$42.9K 0.13% 75
2025
Q3 		$471K Buy
1,381
+75
+6% +$26K 0.15% 71
2025
Q2 		$464K Sell
1,306
-9
-0.7% -$3.14K 0.16% 71
2025
Q1 		$461K Buy
1,315
+199
+18% +$67.3K 0.17% 66
2024
Q4 		$353K Buy
1,116
+66
+6% +$19.8K 0.14% 72
2024
Q3 		$289K Sell
1,050
-72
-6% -$19.5K 0.11% 81
2024
Q2 		$294K Buy
1,122
+51
+5% +$14K 0.12% 79
2024
Q1 		$299K Buy
1,071
+76
+8% +$21K 0.12% 75
2023
Q4 		$259K Hold
995
– – 0.11% 70
2023
Q3 		$229K Hold
995
– – 0.11% 74
2023
Q2 		$236K Buy
995
+98
+11% +$22.4K 0.11% 71
2023
Q1 		$202K Buy
+897
New +$200K 0.11% 69

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

Vance Wealth's V Position: Q2 2026 in Review

Vance Wealth reduced its Visa (V) stake by 0.68% in Q2 2026, selling an estimated $4.82K and leaving 2,180 shares worth $748K. The position accounts for 0.17% of the portfolio, ranked #65.

Vance Wealth first reported a position in V in Q1 2023 and has held it in 14 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Vance Wealth held 2,180 shares of Visa worth $748K as of Q2 2026.
  • Vance Wealth sold 15 Visa shares in Q2 2026, an estimated $4.82K.
  • Visa made up 0.17% of Vance Wealth's portfolio in Q2 2026, its #65 holding.
  • Vance Wealth first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.