WMS Group’s Visa V Stock Holding History

WMS 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	$309K	Hold	900	–	–	0.4%	48
2026 Q1	$272K	Hold	900	–	–	0.4%	43
2025 Q4	$316K	Buy	+900	New	+$307K	0.4%	41

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WMS Group's V Position: Q2 2026 in Review

WMS Group held its Visa (V) position steady in Q2 2026 at 900 shares worth $309K. The position accounts for 0.4% of the portfolio, ranked #48.

WMS Group first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $316K in Q4 2025. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

WMS Group held 900 shares of Visa worth $309K as of Q2 2026.
WMS Group left its Visa share count unchanged in Q2 2026.
Visa made up 0.4% of WMS Group's portfolio in Q2 2026, its #48 holding.
WMS Group first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
WMS Group's Visa position peaked at $316K in Q4 2025.
4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on WMS Group's 13F filing for Q2 2026, filed 23 Jul 2026.