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
Q2 		$216K Sell
631
-80
-11% -$25.7K 0.07% 84
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 $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

Veridan Wealth's V Position: Q2 2026 in Review

Veridan Wealth reduced its Visa (V) stake by 11% in Q2 2026, selling an estimated $25.7K and leaving 631 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #84.

Veridan Wealth first reported a position in V in Q2 2024 and has held it in 7 quarters since. The position peaked at $264K in Q4 2024. 4,585 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Veridan Wealth held 631 shares of Visa worth $216K as of Q2 2026.
  • Veridan Wealth sold 80 Visa shares in Q2 2026, an estimated $25.7K.
  • Visa made up 0.07% of Veridan Wealth's portfolio in Q2 2026, its #84 holding.
  • Veridan Wealth first reported a position in Visa in Q2 2024 and has held it in 7 quarters since.
  • Veridan Wealth's Visa position peaked at $264K in Q4 2024.
  • 4,585 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.