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West Wealth Group’s Visa V Stock Holding History

West Wealth 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 		$330K Buy
963
+179
+23% +$57.5K 0.05% 113
2026
Q1 		$237K Buy
784
+46
+6% +$14.8K 0.05% 119
2025
Q4 		$259K Sell
738
-41
-5% -$14K 0.05% 105
2025
Q3 		$269K Buy
+779
New +$270K 0.06% 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

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

West Wealth Group increased its Visa (V) stake by 23% in Q2 2026, buying an estimated $57.5K and bringing the position to 963 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #113.

West Wealth Group first reported a position in V in Q3 2025 and has held it in 4 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • West Wealth Group held 963 shares of Visa worth $330K as of Q2 2026.
  • West Wealth Group bought 179 Visa shares in Q2 2026, an estimated $57.5K.
  • Visa made up 0.05% of West Wealth Group's portfolio in Q2 2026, its #113 holding.
  • West Wealth Group first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.