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

Wagner Wealth Management (South Carolina)’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 		$472K Buy
1,376
+36
+3% +$11.6K 0.09% 100
2026
Q1 		$405K Hold
1,340
– – 0.08% 86
2025
Q4 		$470K Buy
1,340
+411
+44% +$140K 0.1% 82
2025
Q3 		$317K Sell
929
-35
-4% -$12.1K 0.07% 96
2025
Q2 		$342K Hold
964
– – 0.08% 89
2025
Q1 		$338K Sell
964
-378
-28% -$128K 0.08% 79
2024
Q4 		$424K Buy
1,342
+121
+10% +$36.4K 0.11% 75
2024
Q3 		$336K Sell
1,221
-115
-9% -$31.1K 0.09% 80
2024
Q2 		$351K Buy
1,336
+246
+23% +$67.4K 0.1% 89
2024
Q1 		$304K Hold
1,090
– – 0.09% 95
2023
Q4 		$284K Hold
1,090
– – 0.1% 99
2023
Q3 		$251K Hold
1,090
– – 0.09% 98
2023
Q2 		$259K Hold
1,090
– – 0.1% 95
2023
Q1 		$246K Hold
1,090
– – 0.11% 100
2022
Q4 		$226K Buy
1,090
+160
+17% +$32.3K 0.14% 103
2022
Q3 		$165K Sell
930
-312
-25% -$63.5K 0.12% 110
2022
Q2 		$245K Sell
1,242
-1,216
-49% -$251K 0.2% 90
2022
Q1 		$546K Buy
2,458
+1,108
+82% +$240K 0.38% 65
2021
Q4 		$293K Sell
1,350
-26
-2% -$5.58K 0.22% 91
2021
Q3 		$291K Hold
1,376
– – 0.23% 84
2021
Q2 		$322K Sell
1,376
-9
-0.6% -$2.06K 0.23% 84
2021
Q1 		$293K Sell
1,385
-26
-2% -$5.47K 0.23% 84
2020
Q4 		$309K Buy
+1,411
New +$289K 0.29% 79
2018
Q3 		$336K Buy
2,239
+65
+3% +$9.24K 0.22% 85
2018
Q2 		$288K Buy
2,174
+65
+3% +$8.37K 0.21% 93
2018
Q1 		$252K Buy
2,109
+1
+0% +$121 0.19% 94
2017
Q4 		$253K Buy
+2,108
New +$233K 0.19% 96

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 (South Carolina)'s V Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Visa (V) stake by 2.7% in Q2 2026, buying an estimated $11.6K and bringing the position to 1,376 shares worth $472K. The position accounts for 0.09% of the portfolio, ranked #100.

Wagner Wealth Management (South Carolina) first reported a position in V in Q4 2017 and has held it in 27 quarters since. The position peaked at $546K in Q1 2022. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 1,376 shares of Visa worth $472K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 36 Visa shares in Q2 2026, an estimated $11.6K.
  • Visa made up 0.09% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #100 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Visa in Q4 2017 and has held it in 27 quarters since.
  • Wagner Wealth Management (South Carolina)'s Visa position peaked at $546K in Q1 2022.
  • 4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.