VWM
V icon

VCI Wealth Management’s Visa V Stock Holding History

VCI 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 		$3.74M Sell
12,361
-1,918
-13% -$617K 1.04% 21
2025
Q4 		$5.01M Buy
14,279
+2,507
+21% +$854K 1.39% 18
2025
Q3 		$4.02M Buy
+11,772
New +$4.07M 1.22% 19
2025
Q2 		– Sell
-917
Closed -$321K – 104
2025
Q1 		$321K Buy
+917
New +$310K 0.13% 100

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

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

VCI Wealth Management reduced its Visa (V) stake by 13% in Q1 2026, selling an estimated $617K and leaving 12,361 shares worth $3.74M. The position accounts for 1.04% of the portfolio, ranked #21.

VCI Wealth Management first reported a position in V in Q1 2025 and has held it in 4 quarters since. The position peaked at $5.01M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • VCI Wealth Management held 12,361 shares of Visa worth $3.74M as of Q1 2026.
  • VCI Wealth Management sold 1,918 Visa shares in Q1 2026, an estimated $617K.
  • Visa made up 1.04% of VCI Wealth Management's portfolio in Q1 2026, its #21 holding.
  • VCI Wealth Management first reported a position in Visa in Q1 2025 and has held it in 4 quarters since.
  • VCI Wealth Management's Visa position peaked at $5.01M in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.