YWM
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Yoder Wealth Management’s Visa V Stock Holding History

Yoder 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
Q2 		$559K Sell
1,629
-38
-2% -$12.2K 0.22% 68
2026
Q1 		$504K Buy
1,667
+4
+0.2% +$1.29K 0.23% 66
2025
Q4 		$583K Buy
1,663
+14
+0.8% +$4.77K 0.27% 63
2025
Q3 		$563K Buy
1,649
+44
+3% +$15.2K 0.27% 63
2025
Q2 		$570K Buy
1,605
+121
+8% +$42.2K 0.3% 61
2025
Q1 		$520K Sell
1,484
-74
-5% -$25K 0.29% 61
2024
Q4 		$492K Sell
1,558
-19
-1% -$5.71K 0.27% 63
2024
Q3 		$434K Sell
1,577
-65
-4% -$17.6K 0.26% 65
2024
Q2 		$431K Sell
1,642
-49
-3% -$13.4K 0.28% 63
2024
Q1 		$472K Sell
1,691
-76
-4% -$21K 0.31% 58
2023
Q4 		$460K Buy
+1,767
New +$436K 0.32% 58
2023
Q3 		– Sell
-1,008
Closed -$239K – 81
2023
Q2 		$239K Buy
+1,008
New +$231K 0.19% 65

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

Yoder Wealth Management's V Position: Q2 2026 in Review

Yoder Wealth Management reduced its Visa (V) stake by 2.3% in Q2 2026, selling an estimated $12.2K and leaving 1,629 shares worth $559K. The position accounts for 0.22% of the portfolio, ranked #68.

Yoder Wealth Management first reported a position in V in Q2 2023 and has held it in 12 quarters since. The position peaked at $583K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Yoder Wealth Management held 1,629 shares of Visa worth $559K as of Q2 2026.
  • Yoder Wealth Management sold 38 Visa shares in Q2 2026, an estimated $12.2K.
  • Visa made up 0.22% of Yoder Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Yoder Wealth Management first reported a position in Visa in Q2 2023 and has held it in 12 quarters since.
  • Yoder Wealth Management's Visa position peaked at $583K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.