WE
V icon

Wealth Effects’s Visa V Stock Holding History

Wealth Effects’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
Q1 		$969K Buy
3,207
+5
+0.2% +$1.61K 0.34% 62
2025
Q4 		$1.12M Buy
3,202
+5
+0.2% +$1.7K 0.35% 50
2025
Q3 		$1.09M Buy
3,197
+1
+0% +$346 0.35% 57
2025
Q2 		$1.13M Sell
3,196
-135
-4% -$47.1K 0.42% 48
2025
Q1 		$1.17M Sell
3,331
-85
-2% -$28.8K 0.49% 44
2024
Q4 		$1.08M Sell
3,416
-225
-6% -$67.7K 0.38% 51
2024
Q3 		$1M Sell
3,641
-120
-3% -$32.4K 0.35% 58
2024
Q2 		$987K Sell
3,761
-1,179
-24% -$323K 0.36% 57
2024
Q1 		$1.38M Sell
4,940
-51
-1% -$14.1K 0.51% 44
2023
Q4 		$1.3M Sell
4,991
-30
-0.6% -$7.39K 0.49% 49
2023
Q3 		$1.15M Buy
5,021
+7
+0.1% +$1.68K 0.57% 41
2023
Q2 		$1.19M Buy
5,014
+20
+0.4% +$4.58K 0.52% 43
2023
Q1 		$1.13M Buy
4,994
+604
+14% +$134K 0.58% 42
2022
Q4 		$912K Sell
4,390
-112
-2% -$22.6K 0.52% 46
2022
Q3 		$800K Buy
4,502
+160
+4% +$32.6K 0.49% 49
2022
Q2 		$855K Sell
4,342
-35
-0.8% -$7.23K 0.51% 49
2022
Q1 		$971K Buy
4,377
+98
+2% +$21.2K 0.45% 51
2021
Q4 		$927K Buy
+4,279
New +$919K 0.38% 57

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealth Effects's V Position: Q1 2026 in Review

Wealth Effects increased its Visa (V) stake by 0.16% in Q1 2026, buying an estimated $1.61K and bringing the position to 3,207 shares worth $969K. The position accounts for 0.34% of the portfolio, ranked #62.

Wealth Effects first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.38M in Q1 2024. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Wealth Effects held 3,207 shares of Visa worth $969K as of Q1 2026.
  • Wealth Effects bought 5 Visa shares in Q1 2026, an estimated $1.61K.
  • Visa made up 0.34% of Wealth Effects's portfolio in Q1 2026, its #62 holding.
  • Wealth Effects first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Visa position peaked at $1.38M in Q1 2024.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.