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Western Pacific Wealth Management’s Visa V Stock Holding History

Western Pacific Wealth 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
Q2 		$679K Hold
1,979
– – 0.61% 20
2026
Q1 		$598K Hold
1,979
– – 0.61% 19
2025
Q4 		$694K Hold
1,979
– – 0.67% 19
2025
Q3 		$676K Hold
1,979
– – 0.66% 17
2025
Q2 		$702K Buy
1,979
+1
+0.1% +$349 0.67% 16
2025
Q1 		$693K Sell
1,978
-8
-0.4% -$2.71K 0.63% 16
2024
Q4 		$628K Buy
1,986
+336
+20% +$101K 0.51% 19
2024
Q3 		$454K Hold
1,650
– – 0.3% 26
2024
Q2 		$433K Buy
1,650
+1
+0.1% +$274 0.33% 23
2024
Q1 		$460K Buy
1,649
+21
+1% +$5.8K 0.33% 22
2023
Q4 		$424K Buy
1,628
+30
+2% +$7.39K 0.31% 22
2023
Q3 		$368K Buy
1,598
+65
+4% +$15.6K 0.3% 22
2023
Q2 		$364K Buy
1,533
+400
+35% +$91.5K 0.28% 21
2023
Q1 		$255K Buy
1,133
+71
+7% +$15.8K 0.2% 27
2022
Q4 		$221K Buy
1,062
+488
+85% +$98.4K 0.18% 32
2022
Q3 		$101K Buy
574
+374
+187% +$76.1K 0.1% 52
2022
Q2 		$39K Hold
200
– – 0.04% 87
2022
Q1 		$44K Sell
200
-391
-66% -$84.6K 0.03% 101
2021
Q4 		$128K Buy
+591
New +$127K 0.08% 59

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

Western Pacific Wealth Management's V Position: Q2 2026 in Review

Western Pacific Wealth Management held its Visa (V) position steady in Q2 2026 at 1,979 shares worth $679K. The position accounts for 0.61% of the portfolio, ranked #20.

Western Pacific Wealth Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $702K in Q2 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Western Pacific Wealth Management held 1,979 shares of Visa worth $679K as of Q2 2026.
  • Western Pacific Wealth Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.61% of Western Pacific Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Western Pacific Wealth Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Western Pacific Wealth Management's Visa position peaked at $702K in Q2 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.