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Yarger Wealth Strategies’s Visa V Stock Holding History

Yarger Wealth Strategies’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 		$1.15M Buy
3,286
+229
+7% +$73.5K 0.41% 50
2026
Q1 		$924K Buy
3,057
+480
+19% +$154K 0.37% 51
2025
Q4 		$904K Buy
2,577
+62
+2% +$21.1K 0.39% 46
2025
Q3 		$858K Sell
2,515
-120
-5% -$41.5K 0.39% 49
2025
Q2 		$936K Buy
2,635
+222
+9% +$77.4K 0.49% 42
2025
Q1 		$846K Buy
2,413
+104
+5% +$35.2K 0.49% 38
2024
Q4 		$730K Buy
2,309
+283
+14% +$85.1K 0.42% 43
2024
Q3 		$557K Buy
2,026
+125
+7% +$33.8K 0.31% 46
2024
Q2 		$499K Buy
1,901
+121
+7% +$33.2K 0.3% 50
2024
Q1 		$497K Buy
1,780
+308
+21% +$85K 0.34% 48
2023
Q4 		$383K Buy
1,472
+125
+9% +$30.8K 0.31% 47
2023
Q3 		$310K Buy
1,347
+26
+2% +$6.25K 0.26% 50
2023
Q2 		$314K Sell
1,321
-99
-7% -$22.7K 0.28% 47
2023
Q1 		$320K Buy
1,420
+3
+0.2% +$668 0.35% 42
2022
Q4 		$294K Buy
1,417
+3
+0.2% +$605 0.36% 37
2022
Q3 		$251K Sell
1,414
-154
-10% -$31.3K 0.33% 42
2022
Q2 		$319K Buy
1,568
+2
+0.1% +$413 0.41% 39
2022
Q1 		$347K Buy
+1,566
New +$339K 0.45% 37

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

Yarger Wealth Strategies's V Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Visa (V) stake by 7.5% in Q2 2026, buying an estimated $73.5K and bringing the position to 3,286 shares worth $1.15M. The position accounts for 0.41% of the portfolio, ranked #50.

Yarger Wealth Strategies first reported a position in V in Q1 2022 and has held it in 18 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Yarger Wealth Strategies held 3,286 shares of Visa worth $1.15M as of Q2 2026.
  • Yarger Wealth Strategies bought 229 Visa shares in Q2 2026, an estimated $73.5K.
  • Visa made up 0.41% of Yarger Wealth Strategies's portfolio in Q2 2026, its #50 holding.
  • Yarger Wealth Strategies first reported a position in Visa in Q1 2022 and has held it in 18 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.