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WealthTrust Axiom’s Visa V Stock Holding History

WealthTrust Axiom’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 		$403K Sell
1,174
-48
-4% -$15.4K 0.09% 178
2026
Q1 		$369K Buy
1,222
+86
+8% +$27.7K 0.09% 174
2025
Q4 		$398K Hold
1,136
– – 0.1% 163
2025
Q3 		$388K Hold
1,136
– – 0.1% 167
2025
Q2 		$403K Hold
1,136
– – 0.12% 152
2025
Q1 		$398K Hold
1,136
– – 0.12% 156
2024
Q4 		$359K Hold
1,136
– – 0.11% 172
2024
Q3 		$312K Hold
1,136
– – 0.09% 184
2024
Q2 		$298K Hold
1,136
– – 0.1% 178
2024
Q1 		$317K Buy
1,136
+1
+0.1% +$276 0.1% 176
2023
Q4 		$296K Buy
+1,135
New +$280K 0.1% 180

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

WealthTrust Axiom's V Position: Q2 2026 in Review

WealthTrust Axiom reduced its Visa (V) stake by 3.9% in Q2 2026, selling an estimated $15.4K and leaving 1,174 shares worth $403K. The position accounts for 0.09% of the portfolio, ranked #178.

WealthTrust Axiom first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $403K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • WealthTrust Axiom held 1,174 shares of Visa worth $403K as of Q2 2026.
  • WealthTrust Axiom sold 48 Visa shares in Q2 2026, an estimated $15.4K.
  • Visa made up 0.09% of WealthTrust Axiom's portfolio in Q2 2026, its #178 holding.
  • WealthTrust Axiom first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • WealthTrust Axiom's Visa position peaked at $403K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.