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Xcel Wealth Management’s Visa V Stock Holding History

Xcel 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 		$1.03M Sell
3,422
-2,000
-37% -$643K 0.29% 69
2025
Q4 		$1.9M Hold
5,422
– – 0.48% 53
2025
Q3 		$1.85M Buy
5,422
+11
+0.2% +$3.81K 0.48% 51
2025
Q2 		$1.92M Buy
5,411
+27
+0.5% +$9.41K 0.55% 44
2025
Q1 		$1.89M Hold
5,384
– – 0.59% 44
2024
Q4 		$1.7M Hold
5,384
– – 0.47% 42
2024
Q3 		$1.48M Sell
5,384
-13
-0.2% -$3.52K 0.43% 50
2024
Q2 		$1.42M Sell
5,397
-335
-6% -$91.8K 0.44% 46
2024
Q1 		$1.6M Buy
5,732
+43
+0.8% +$11.9K 0.5% 47
2023
Q4 		$1.48M Hold
5,689
– – 0.52% 47
2023
Q3 		$1.31M Buy
5,689
+238
+4% +$57.2K 0.52% 46
2023
Q2 		$1.29M Sell
5,451
-20
-0.4% -$4.58K 0.41% 56
2023
Q1 		$1.23M Buy
5,471
+100
+2% +$22.3K 0.43% 51
2022
Q4 		$1.12M Sell
5,371
-25
-0.5% -$5.04K 0.44% 50
2022
Q3 		$959K Hold
5,396
– – 0.36% 56
2022
Q2 		$1.06M Sell
5,396
-19,185
-78% -$3.96M 0.39% 54
2022
Q1 		$5.45M Sell
24,581
-3,795
-13% -$821K 1.49% 21
2021
Q4 		$6.15M Buy
28,376
+54
+0.2% +$11.6K 1.58% 21
2021
Q3 		$6.31M Hold
28,322
– – 1.83% 18
2021
Q2 		$6.62M Sell
28,322
-1,185
-4% -$271K 2% 18
2021
Q1 		$6.25M Buy
29,507
+1,540
+6% +$324K 2.23% 14
2020
Q4 		$6.12M Sell
27,967
-500
-2% -$102K 2.64% 9
2020
Q3 		$5.69M Sell
28,467
-95
-0.3% -$19K 2.93% 8
2020
Q2 		$5.52M Buy
28,562
+7,537
+36% +$1.38M 3.42% 7
2020
Q1 		$3.39M Sell
21,025
-1,125
-5% -$212K 3.05% 9
2019
Q4 		$4.16M Sell
22,150
-250
-1% -$45K 3.46% 11
2019
Q3 		$3.85M Buy
22,400
+250
+1% +$44.5K 3.57% 9
2019
Q2 		$3.84M Hold
22,150
– – 3.77% 7
2019
Q1 		$3.46M Buy
22,150
+1,750
+9% +$252K 3.57% 9
2018
Q4 		$2.69M Buy
+20,400
New +$2.82M 3.29% 10

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

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

Xcel Wealth Management reduced its Visa (V) stake by 37% in Q1 2026, selling an estimated $643K and leaving 3,422 shares worth $1.03M. The position accounts for 0.29% of the portfolio, ranked #69.

Xcel Wealth Management first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.62M in Q2 2021. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Xcel Wealth Management held 3,422 shares of Visa worth $1.03M as of Q1 2026.
  • Xcel Wealth Management sold 2,000 Visa shares in Q1 2026, an estimated $643K.
  • Visa made up 0.29% of Xcel Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Xcel Wealth Management first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
  • Xcel Wealth Management's Visa position peaked at $6.62M in Q2 2021.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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