AMPWP
V icon

Alvarez & Marsal Private Wealth Partners’s Visa V Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$30M Sell
87,378
-296
-0.3% -$95K 3.95% 10
2026
Q1 		$26.5M Sell
87,674
-1,252
-1% -$403K 3.72% 11
2025
Q4 		$31.2M Buy
+88,926
New +$30.3M 5.99% 8

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

Alvarez & Marsal Private Wealth Partners's V Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Visa (V) stake by 0.34% in Q2 2026, selling an estimated $95K and leaving 87,378 shares worth $30M. The position accounts for 3.95% of the portfolio, ranked #10.

Alvarez & Marsal Private Wealth Partners first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $31.2M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 87,378 shares of Visa worth $30M as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 296 Visa shares in Q2 2026, an estimated $95K.
  • Visa made up 3.95% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's Visa position peaked at $31.2M in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.