Back to HB Wealth Management, LLC HB Wealth Management, LLC

VV
19 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in VISA INC-CLASS A SHARES

HB Wealth Management, LLC holds 197,131 shares of V (VISA INC-CLASS A SHARES), worth $67.6M as of 2026-Q2. The position was increased (+1.4% shares). V represents 0.4% of HB Wealth Management, LLC's portfolio.

Current Value

$67.6M

Current Shares

197,131

Total Value Change

+$60.3M

Total Shares Change

+163,112

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
197,131
+1.4%
$67.6M0.4%$342.45
36
2026-Q1
Decreased
194,330
-0.4%
$58.7M0.4%$301.06
0
2025-Q4
Increased
195,054
+0.3%
$68.4M0.4%$348.62
35
2025-Q3
Increased
194,498
+7.1%
$66.4M0.4%$338.67
38
2025-Q2
Decreased
181,658
-5.8%
$64.5M0.5%$351.61
0
2025-Q1
Increased
192,947
+101.4%
$67.6M0.6%$346.49
67
2024-Q4
Increased
95,803
+2.8%
$30.3M0.3%$311.94
35
2024-Q3
Increased
93,214
+2.3%
$25.6M0.3%$270.87
35
2024-Q2
Increased
91,154
+12.0%
$23.9M0.3%$258.05
38
2024-Q1
Increased
81,398
+6.9%
$22.7M0.3%$273.88
37
2023-Q4
Increased
76,126
+0.2%
$19.8M0.3%$255.02
34
2023-Q3
Increased
75,964
+7.2%
$17.5M0.3%$224.82
36
2023-Q2
Increased
70,850
+5.7%
$16.8M0.3%$231.69
36
2023-Q1
Increased
67,044
+4.3%
$15.1M0.3%$219.53
35
2022-Q4
Increased
64,272
+15.0%
$13.4M0.2%$201.90
38
2022-Q3
Increased
55,877
+13.5%
$9.9M0.2%$172.26
38
2022-Q2
Increased
49,237
+6.2%
$9.7M0.2%$190.58
35
2022-Q1
Increased
46,381
+36.3%
$10.3M0.2%$214.25
43
2021-Q4
New
34,019
-
$7.4M0.1%$209.02
45

Other major holders of V: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used