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Winnow Wealth’s Visa V Stock Holding History

Winnow 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 		– Sell
-34
Closed -$11.9K – 537
2025
Q4 		$11.9K Sell
34
-16
-32% -$5.45K 0.01% 215
2025
Q3 		$17.1K Sell
50
-63
-56% -$21.8K 0.01% 209
2025
Q2 		$40.1K Buy
113
+63
+126% +$22K 0.03% 91
2025
Q1 		$17.4K Buy
50
+16
+47% +$5.41K 0.02% 193
2024
Q4 		$10.6K Buy
+34
New +$10.2K 0.01% 190

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Winnow Wealth's V Position: Q1 2026 in Review

Winnow Wealth sold out of Visa (V) in Q1 2026, closing a stake of 34 shares — an estimated $11.9K sold.

Winnow Wealth first reported a position in V in Q4 2024 and held it in 5 quarters. The position peaked at $40.1K in Q2 2025. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Winnow Wealth reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 34 Visa shares in Q1 2026, an estimated $11.9K.
  • Winnow Wealth first reported a position in Visa in Q4 2024 and held it in 5 quarters.
  • Winnow Wealth's Visa position peaked at $40.1K in Q2 2025.
  • 4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.