WWM
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WT Wealth Management’s Visa V Stock Holding History

WT 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
Q1 		$2.67M Sell
8,830
-582
-6% -$187K 0.79% 36
2025
Q4 		$3.3M Buy
9,412
+1,372
+17% +$467K 0.95% 30
2025
Q3 		$2.74M Buy
8,040
+517
+7% +$179K 0.79% 34
2025
Q2 		$2.67M Sell
7,523
-936
-11% -$326K 0.79% 36
2025
Q1 		$2.96M Sell
8,459
-1,268
-13% -$429K 0.96% 32
2024
Q4 		$3.07M Buy
9,727
+302
+3% +$90.8K 0.96% 30
2024
Q3 		$2.74M Sell
9,425
-1,053
-10% -$285K 0.88% 35
2024
Q2 		$2.75M Sell
10,478
-1,756
-14% -$481K 0.94% 36
2024
Q1 		$3.41M Buy
12,234
+505
+4% +$139K 1.22% 27
2023
Q4 		$3.05M Buy
11,729
+4,937
+73% +$1.22M 1.21% 25
2023
Q3 		$1.56M Sell
6,792
-57
-0.8% -$13.7K 0.67% 33
2023
Q2 		$1.63M Sell
6,849
-1,275
-16% -$292K 0.67% 37
2023
Q1 		$1.83M Sell
8,124
-1,887
-19% -$420K 0.79% 32
2022
Q4 		$2.08M Buy
10,011
+136
+1% +$27.4K 1.01% 27
2022
Q3 		$1.75M Sell
9,875
-2,991
-23% -$609K 0.88% 29
2022
Q2 		$2.53M Sell
12,866
-2,592
-17% -$536K 1.25% 22
2022
Q1 		$3.43M Sell
15,458
-2,034
-12% -$440K 1.32% 21
2021
Q4 		$3.79M Buy
17,492
+4,936
+39% +$1.06M 1.39% 22
2021
Q3 		$2.8M Buy
12,556
+1,606
+15% +$377K 1.08% 24
2021
Q2 		$2.56M Buy
10,950
+879
+9% +$201K 1.04% 23
2021
Q1 		$2.13M Buy
10,071
+1,110
+12% +$234K 0.99% 27
2020
Q4 		$1.96M Buy
8,961
+2,152
+32% +$440K 1.07% 31
2020
Q3 		$1.36M Buy
6,809
+830
+14% +$166K 0.9% 31
2020
Q2 		$1.15M Buy
5,979
+29
+0.5% +$5.3K 0.93% 25
2020
Q1 		$958K Sell
5,950
-163
-3% -$30.7K 1.01% 23
2019
Q4 		$1.15M Sell
6,113
-452
-7% -$81.4K 0.87% 29
2019
Q3 		$1.13M Buy
+6,565
New +$1.17M 0.98% 29

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

WT Wealth Management's V Position: Q1 2026 in Review

WT Wealth Management reduced its Visa (V) stake by 6.2% in Q1 2026, selling an estimated $187K and leaving 8,830 shares worth $2.67M. The position accounts for 0.79% of the portfolio, ranked #36.

WT Wealth Management first reported a position in V in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.79M in Q4 2021. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • WT Wealth Management held 8,830 shares of Visa worth $2.67M as of Q1 2026.
  • WT Wealth Management sold 582 Visa shares in Q1 2026, an estimated $187K.
  • Visa made up 0.79% of WT Wealth Management's portfolio in Q1 2026, its #36 holding.
  • WT Wealth Management first reported a position in Visa in Q3 2019 and has held it in 27 quarters since.
  • WT Wealth Management's Visa position peaked at $3.79M in Q4 2021.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on WT Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.