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Wealth Dimensions Group’s Visa V Stock Holding History

Wealth Dimensions Group’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 		$724K Buy
2,111
+400
+23% +$128K 0.13% 84
2026
Q1 		$517K Buy
1,711
+245
+17% +$78.8K 0.1% 103
2025
Q4 		$514K Sell
1,466
-5
-0.3% -$1.7K 0.1% 101
2025
Q3 		$502K Sell
1,471
-379
-20% -$131K 0.1% 107
2025
Q2 		$657K Buy
1,850
+121
+7% +$42.2K 0.14% 87
2025
Q1 		$606K Sell
1,729
-53
-3% -$17.9K 0.14% 84
2024
Q4 		$563K Buy
1,782
+188
+12% +$56.5K 0.14% 82
2024
Q3 		$438K Sell
1,594
-36
-2% -$9.73K 0.11% 96
2024
Q2 		$428K Sell
1,630
-125
-7% -$34.3K 0.12% 90
2024
Q1 		$490K Sell
1,755
-173
-9% -$47.8K 0.14% 82
2023
Q4 		$502K Sell
1,928
-356
-16% -$87.7K 0.16% 74
2023
Q3 		$525K Buy
2,284
+218
+11% +$52.4K 0.19% 74
2023
Q2 		$491K Buy
2,066
+540
+35% +$124K 0.18% 78
2023
Q1 		$344K Sell
1,526
-673
-31% -$150K 0.13% 99
2022
Q4 		$457K Buy
2,199
+9
+0.4% +$1.81K 0.19% 78
2022
Q3 		$389K Sell
2,190
-45
-2% -$9.16K 0.19% 77
2022
Q2 		$440K Hold
2,235
– – 0.21% 72
2022
Q1 		$496K Buy
2,235
+380
+20% +$82.2K 0.23% 71
2021
Q4 		$402K Buy
1,855
+200
+12% +$42.9K 0.2% 89
2021
Q3 		$369K Buy
1,655
+488
+42% +$114K 0.24% 90
2021
Q2 		$273K Buy
1,167
+168
+17% +$38.4K 0.19% 99
2021
Q1 		$212K Buy
999
+26
+3% +$5.47K 0.16% 111
2020
Q4 		$213K Buy
+973
New +$199K 0.18% 101

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

Wealth Dimensions Group's V Position: Q2 2026 in Review

Wealth Dimensions Group increased its Visa (V) stake by 23% in Q2 2026, buying an estimated $128K and bringing the position to 2,111 shares worth $724K. The position accounts for 0.13% of the portfolio, ranked #84.

Wealth Dimensions Group first reported a position in V in Q4 2020 and has held it in 23 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wealth Dimensions Group held 2,111 shares of Visa worth $724K as of Q2 2026.
  • Wealth Dimensions Group bought 400 Visa shares in Q2 2026, an estimated $128K.
  • Visa made up 0.13% of Wealth Dimensions Group's portfolio in Q2 2026, its #84 holding.
  • Wealth Dimensions Group first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.