VW
V icon

Veridan Wealth’s Visa V Stock Holding History

Veridan 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
Q1 		$215K Buy
711
+52
+8% +$16.7K 0.08% 79
2025
Q4 		$231K Buy
659
+4
+0.6% +$1.36K 0.08% 78
2025
Q3 		$224K Buy
+655
New +$227K 0.08% 79
2025
Q1 		$263K Sell
750
-14
-2% -$4.74K 0.12% 67
2024
Q4 		$264K Buy
+764
New +$230K 0.12% 76
2024
Q2 		$251K Buy
+708
New +$194K 0.1% 71

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

Veridan Wealth's V Position: Q1 2026 in Review

Veridan Wealth increased its Visa (V) stake by 7.9% in Q1 2026, buying an estimated $16.7K and bringing the position to 711 shares worth $215K. The position accounts for 0.08% of the portfolio, ranked #79.

Veridan Wealth first reported a position in V in Q2 2024 and has held it in 6 quarters since. The position peaked at $264K in Q4 2024. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Veridan Wealth held 711 shares of Visa worth $215K as of Q1 2026.
  • Veridan Wealth bought 52 Visa shares in Q1 2026, an estimated $16.7K.
  • Visa made up 0.08% of Veridan Wealth's portfolio in Q1 2026, its #79 holding.
  • Veridan Wealth first reported a position in Visa in Q2 2024 and has held it in 6 quarters since.
  • Veridan Wealth's Visa position peaked at $264K in Q4 2024.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.