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Westshore Wealth’s Visa V Stock Holding History

Westshore Wealth’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 		$344K Sell
1,138
-30
-3% -$9.65K 0.12% 71
2025
Q4 		$410K Sell
1,168
-234
-17% -$79.7K 0.14% 56
2025
Q3 		$479K Buy
1,402
+1
+0.1% +$346 0.16% 51
2025
Q2 		$498K Hold
1,401
– – 0.19% 45
2025
Q1 		$491K Buy
1,401
+1
+0.1% +$338 0.21% 39
2024
Q4 		$442K Buy
1,400
+1
+0.1% +$301 0.18% 45
2024
Q3 		$385K Buy
1,399
+1
+0.1% +$270 0.16% 53
2024
Q2 		$367K Buy
1,398
+1
+0.1% +$274 0.15% 48
2024
Q1 		$390K Hold
1,397
– – 0.16% 50
2023
Q4 		$364K Sell
1,397
-48
-3% -$11.8K 0.17% 46
2023
Q3 		$332K Buy
1,445
+26
+2% +$6.25K 0.18% 46
2023
Q2 		$337K Sell
1,419
-22
-2% -$5.04K 0.17% 57
2023
Q1 		$325K Buy
1,441
+13
+0.9% +$2.89K 0.17% 63
2022
Q4 		$297K Hold
1,428
– – 0.17% 70
2022
Q3 		$254K Buy
1,428
+60
+4% +$12.2K 0.17% 69
2022
Q2 		$269K Hold
1,368
– – 0.18% 68
2022
Q1 		$303K Buy
1,368
+129
+10% +$27.9K 0.2% 60
2021
Q4 		$269K Hold
1,239
– – 0.18% 68
2021
Q3 		$276K Sell
1,239
-484
-28% -$113K 0.22% 63
2021
Q2 		$403K Hold
1,723
– – 0.21% 78
2021
Q1 		$365K Buy
+1,723
New +$363K 0.21% 80

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

Westshore Wealth's V Position: Q1 2026 in Review

Westshore Wealth reduced its Visa (V) stake by 2.6% in Q1 2026, selling an estimated $9.65K and leaving 1,138 shares worth $344K. The position accounts for 0.12% of the portfolio, ranked #71.

Westshore Wealth first reported a position in V in Q1 2021 and has held it in 21 quarters since. The position peaked at $498K in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Westshore Wealth held 1,138 shares of Visa worth $344K as of Q1 2026.
  • Westshore Wealth sold 30 Visa shares in Q1 2026, an estimated $9.65K.
  • Visa made up 0.12% of Westshore Wealth's portfolio in Q1 2026, its #71 holding.
  • Westshore Wealth first reported a position in Visa in Q1 2021 and has held it in 21 quarters since.
  • Westshore Wealth's Visa position peaked at $498K in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.