V
V icon

ViaWealth’s Visa V Stock Holding History

ViaWealth’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 		$295K Hold
859
– – 0.15% 145
2026
Q1 		$260K Buy
859
+79
+10% +$25.4K 0.14% 142
2025
Q4 		$273K Sell
780
-111
-12% -$37.8K 0.15% 132
2025
Q3 		$304K Buy
891
+126
+16% +$43.6K 0.17% 135
2025
Q2 		$272K Buy
765
+29
+4% +$10.1K 0.16% 134
2025
Q1 		$258K Sell
736
-27
-4% -$9.14K 0.16% 136
2024
Q4 		$241K Buy
763
+12
+2% +$3.61K 0.15% 140
2024
Q3 		$206K Buy
+751
New +$203K 0.12% 146
2024
Q2 		– Sell
-725
Closed -$202K – 159
2024
Q1 		$202K Buy
+725
New +$200K 0.13% 150

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

ViaWealth's V Position: Q2 2026 in Review

ViaWealth held its Visa (V) position steady in Q2 2026 at 859 shares worth $295K. The position accounts for 0.15% of the portfolio, ranked #145.

ViaWealth first reported a position in V in Q1 2024 and has held it in 9 quarters since. The position peaked at $304K in Q3 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • ViaWealth held 859 shares of Visa worth $295K as of Q2 2026.
  • ViaWealth left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.15% of ViaWealth's portfolio in Q2 2026, its #145 holding.
  • ViaWealth first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
  • ViaWealth's Visa position peaked at $304K in Q3 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.