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WealthBridge Capital Management’s Visa V Stock Holding History

WealthBridge Capital Management’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 		$1.6M Buy
5,302
+557
+12% +$179K 0.37% 59
2025
Q4 		$1.66M Buy
4,745
+1
+0% +$341 0.38% 55
2025
Q3 		$1.62M Buy
4,744
+184
+4% +$63.7K 0.38% 56
2025
Q2 		$1.62M Buy
4,560
+251
+6% +$87.5K 0.41% 51
2025
Q1 		$1.51M Sell
4,309
-255
-6% -$86.3K 0.43% 52
2024
Q4 		$1.44M Buy
4,564
+127
+3% +$38.2K 0.4% 52
2024
Q3 		$1.22M Buy
4,437
+638
+17% +$172K 0.35% 59
2024
Q2 		$997K Sell
3,799
-56
-1% -$15.3K 0.33% 61
2024
Q1 		$1.08M Sell
3,855
-50
-1% -$13.8K 0.36% 57
2023
Q4 		$1.02M Sell
3,905
-6
-0.2% -$1.48K 0.38% 55
2023
Q3 		$900K Sell
3,911
-59
-1% -$14.2K 0.37% 58
2023
Q2 		$943K Sell
3,970
-104
-3% -$23.8K 0.38% 59
2023
Q1 		$918K Buy
4,074
+15
+0.4% +$3.34K 0.37% 57
2022
Q4 		$843K Buy
4,059
+415
+11% +$83.7K 0.35% 61
2022
Q3 		$717K Hold
3,644
– – 0.31% 71
2022
Q2 		$717K Sell
3,644
-124
-3% -$25.6K 0.31% 71
2022
Q1 		$836K Buy
3,768
+189
+5% +$40.9K 0.31% 74
2021
Q4 		$776K Sell
3,579
-498
-12% -$107K 0.29% 76
2021
Q3 		$908K Buy
4,077
+83
+2% +$19.5K 0.34% 59
2021
Q2 		$934K Buy
3,994
+5
+0.1% +$1.14K 0.34% 61
2021
Q1 		$845K Sell
3,989
-138
-3% -$29K 0.34% 61
2020
Q4 		$903K Sell
4,127
-53
-1% -$10.8K 0.4% 57
2020
Q3 		$836K Hold
4,180
– – 0.43% 53
2020
Q2 		$807K Sell
4,180
-188
-4% -$34.3K 0.46% 51
2020
Q1 		$704K Sell
4,368
-253
-5% -$47.7K 0.49% 51
2019
Q4 		$868K Sell
4,621
-129
-3% -$23.2K 0.56% 46
2019
Q3 		$817K Sell
4,750
-36
-0.8% -$6.41K 0.59% 43
2019
Q2 		$631K Sell
4,786
-163
-3% -$26.7K 0.58% 44
2019
Q1 		$791K Buy
4,949
+163
+3% +$23.5K 0.5% 42
2018
Q4 		$631K Buy
+4,786
New +$661K 0.48% 44

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

WealthBridge Capital Management's V Position: Q1 2026 in Review

WealthBridge Capital Management increased its Visa (V) stake by 12% in Q1 2026, buying an estimated $179K and bringing the position to 5,302 shares worth $1.6M. The position accounts for 0.37% of the portfolio, ranked #59.

WealthBridge Capital Management first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.66M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • WealthBridge Capital Management held 5,302 shares of Visa worth $1.6M as of Q1 2026.
  • WealthBridge Capital Management bought 557 Visa shares in Q1 2026, an estimated $179K.
  • Visa made up 0.37% of WealthBridge Capital Management's portfolio in Q1 2026, its #59 holding.
  • WealthBridge Capital Management first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
  • WealthBridge Capital Management's Visa position peaked at $1.66M in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.