WWMP
V icon

Wagner Wealth Management (Pennsylvania)’s Visa V Stock Holding History

Wagner Wealth Management (Pennsylvania)’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 		$351K Buy
1,022
+8
+0.8% +$2.57K 0.28% 89
2026
Q1 		$306K Buy
1,014
+52
+5% +$16.7K 0.28% 86
2025
Q4 		$337K Buy
+962
New +$328K 0.33% 98

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

Wagner Wealth Management (Pennsylvania)'s V Position: Q2 2026 in Review

Wagner Wealth Management (Pennsylvania) increased its Visa (V) stake by 0.79% in Q2 2026, buying an estimated $2.57K and bringing the position to 1,022 shares worth $351K. The position accounts for 0.28% of the portfolio, ranked #89.

Wagner Wealth Management (Pennsylvania) first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wagner Wealth Management (Pennsylvania) held 1,022 shares of Visa worth $351K as of Q2 2026.
  • Wagner Wealth Management (Pennsylvania) bought 8 Visa shares in Q2 2026, an estimated $2.57K.
  • Visa made up 0.28% of Wagner Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #89 holding.
  • Wagner Wealth Management (Pennsylvania) first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wagner Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 10 Aug 2026.