VWM
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Verus Wealth Management’s Visa V Stock Holding History

Verus 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 		$202K Buy
+588
New +$189K 0.17% 57
2026
Q1 		– Sell
-588
Closed -$206K – 50
2025
Q4 		$206K Sell
588
-197
-25% -$67.1K 0.19% 50
2025
Q3 		$268K Hold
785
– – 0.25% 51
2025
Q2 		$279K Buy
785
+3
+0.4% +$1.05K 0.28% 46
2025
Q1 		$274K Hold
782
– – 0.3% 45
2024
Q4 		$247K Buy
+782
New +$235K 0.28% 50

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

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

Verus Wealth Management opened a new position in Visa (V) in Q2 2026: 588 shares worth $202K. The stake represents 0.17% of the portfolio and ranks #57 among its holdings. This is a return to the name: Verus Wealth Management previously reported a position in V as recently as Q4 2025.

Verus Wealth Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $279K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Verus Wealth Management held 588 shares of Visa worth $202K as of Q2 2026.
  • Visa was a new Verus Wealth Management position in Q2 2026.
  • Visa made up 0.17% of Verus Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Verus Wealth Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Verus Wealth Management's Visa position peaked at $279K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Verus Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.