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Waypoint Wealth Counsel’s Visa V Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-1,060
Closed -$321K – 238
2026
Q1 		$321K Sell
1,060
-453
-30% -$146K 0.17% 136
2025
Q4 		$531K Buy
1,513
+135
+10% +$46K 0.19% 99
2025
Q3 		$471K Sell
1,378
-77
-5% -$26.6K 0.19% 102
2025
Q2 		$517K Buy
1,455
+309
+27% +$108K 0.26% 60
2025
Q1 		$402K Buy
1,146
+269
+31% +$91K 0.25% 62
2024
Q4 		$277K Buy
877
+95
+12% +$28.6K 0.18% 79
2024
Q3 		$215K Buy
+782
New +$211K 0.14% 93

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

Waypoint Wealth Counsel's V Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Visa (V) in Q2 2026, closing a stake of 1,060 shares — an estimated $321K sold.

Waypoint Wealth Counsel first reported a position in V in Q3 2024 and held it in 7 quarters. The position peaked at $531K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,060 Visa shares in Q2 2026, an estimated $321K.
  • Waypoint Wealth Counsel first reported a position in Visa in Q3 2024 and held it in 7 quarters.
  • Waypoint Wealth Counsel's Visa position peaked at $531K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.