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
Q2 		$4.37M Buy
12,741
+380
+3% +$122K 1.1% 25
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 $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

VCI Wealth Management's V Position: Q2 2026 in Review

VCI Wealth Management increased its Visa (V) stake by 3.1% in Q2 2026, buying an estimated $122K and bringing the position to 12,741 shares worth $4.37M. The position accounts for 1.1% of the portfolio, ranked #25.

VCI Wealth Management first reported a position in V in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.01M in Q4 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • VCI Wealth Management held 12,741 shares of Visa worth $4.37M as of Q2 2026.
  • VCI Wealth Management bought 380 Visa shares in Q2 2026, an estimated $122K.
  • Visa made up 1.1% of VCI Wealth Management's portfolio in Q2 2026, its #25 holding.
  • VCI Wealth Management first reported a position in Visa in Q1 2025 and has held it in 5 quarters since.
  • VCI Wealth Management's Visa position peaked at $5.01M in Q4 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.