Wealth Management Nebraska
V icon

Wealth Management Nebraska’s Visa V Stock Holding History

Wealth Management Nebraska’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
Q3 		$451K Sell
1,256
-502
-29% -$183K 0.04% 69
2026
Q2 		$603K Sell
1,758
-100
-5% -$32.1K 0.05% 59
2026
Q1 		$562K Buy
1,858
+46
+3% +$14.8K 0.06% 57
2025
Q4 		$636K Buy
1,812
+243
+15% +$82.8K 0.07% 48
2025
Q3 		$536K Buy
1,569
+3
+0.2% +$1.04K 0.06% 50
2025
Q2 		$546K Hold
1,566
– – 0.07% 46
2025
Q1 		$549K Buy
1,566
+17
+1% +$5.75K 0.08% 41
2024
Q4 		$490K Buy
+1,549
New +$466K 0.08% 37

Other funds holding V

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealth Management Nebraska's V Position: Q3 2026 in Review

Wealth Management Nebraska reduced its Visa (V) stake by 29% in Q3 2026, selling an estimated $183K and leaving 1,256 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #69.

Wealth Management Nebraska first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $636K in Q4 2025. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Wealth Management Nebraska held 1,256 shares of Visa worth $451K as of Q3 2026.
  • Wealth Management Nebraska sold 502 Visa shares in Q3 2026, an estimated $183K.
  • Visa made up 0.04% of Wealth Management Nebraska's portfolio in Q3 2026, its #69 holding.
  • Wealth Management Nebraska first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • Wealth Management Nebraska's Visa position peaked at $636K in Q4 2025.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Wealth Management Nebraska's 13F filing for Q3 2026, filed 26 Oct 2026.