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Livermore
Livermore
ZHEN

Destination Wealth Management

SEC CIK
0001278573
Latest filing
Aug 14, 2026

V holding history

Visa Inc. in every 13F filed by Destination Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
186,535
Value
$64.0M
% of portfolio
1.5%
Quarters held
22
Since Q1 2021
Holdings of V by Destination Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026186,535$64.0M1.5%+1,791+1.0%AddedHolders
Q1 2026184,744$55.8M1.5%+6,388+3.6%AddedHolders
Q4 2025178,356$62.6M1.6%+2,287+1.3%AddedHolders
Q3 2025176,069$60.1M1.7%+438+0.2%AddedHolders
Q2 2025175,631$62.4M1.8%−3,618−2.0%ReducedHolders
Q1 2025179,249$62.8M2.0%−5,177−2.8%ReducedHolders
Q4 2024184,426$58.3M1.8%−2,541−1.4%ReducedHolders
Q3 2024186,967$51.4M1.6%+3,059+1.7%AddedHolders
Q2 2024183,908$48.3M1.6%−2,305−1.2%ReducedHolders
Q1 2024186,213$52.0M1.7%−2,584−1.4%ReducedHolders
Q4 2023188,797$49.2M1.7%−3,644−1.9%ReducedHolders
Q3 2023192,441$44.3M1.7%−1,665−0.9%ReducedHolders
Q2 2023194,106$46.1M1.7%−1,120−0.6%ReducedHolders
Q1 2023195,226$44.0M1.7%−1,361−0.7%ReducedHolders
Q4 2022196,587$40.8M1.6%−2,890−1.4%ReducedHolders
Q3 2022199,477$35.4M1.5%+1,118+0.6%AddedHolders
Q2 2022198,359$39.1M1.6%+959+0.5%AddedHolders
Q1 2022197,400$43.8M1.6%+3,734+1.9%AddedHolders
Q4 2021193,666$42.0M1.5%+6,707+3.6%AddedHolders
Q3 2021186,959$41.6M1.6%+4,526+2.5%AddedHolders
Q2 2021182,433$42.7M1.6%+3,879+2.2%AddedHolders
Q1 2021178,554$37.8M1.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.