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Yukon Wealth Management’s Visa V Stock Holding History

Yukon 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 		$1.02M Buy
+2,961
New +$951K 0.29% 55
2025
Q4 		– Sell
-2,860
Closed -$976K – 125
2025
Q3 		$976K Sell
2,860
-58
-2% -$20.1K 0.32% 51
2025
Q2 		$1.04M Sell
2,918
-1,430
-33% -$498K 0.37% 51
2025
Q1 		$1.52M Buy
+4,348
New +$1.47M 0.63% 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

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

Yukon Wealth Management opened a new position in Visa (V) in Q2 2026: 2,961 shares worth $1.02M. The stake represents 0.29% of the portfolio and ranks #55 among its holdings. This is a return to the name: Yukon Wealth Management previously reported a position in V as recently as Q3 2025.

Yukon Wealth Management first reported a position in V in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.52M in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Yukon Wealth Management held 2,961 shares of Visa worth $1.02M as of Q2 2026.
  • Visa was a new Yukon Wealth Management position in Q2 2026.
  • Visa made up 0.29% of Yukon Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Yukon Wealth Management first reported a position in Visa in Q1 2025 and has held it in 4 quarters since.
  • Yukon Wealth Management's Visa position peaked at $1.52M in Q1 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.