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Baldwin Wealth Partners’s Visa V Stock Holding History

Baldwin 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 		$38.1M Sell
110,919
-941
-0.8% -$302K 2.49% 9
2026
Q1 		$33.8M Sell
111,860
-7,998
-7% -$2.57M 2.46% 10
2025
Q4 		$42M Sell
119,858
-1,682
-1% -$573K 2.69% 8
2025
Q3 		$41.5M Sell
121,540
-2,449
-2% -$848K 2.7% 8
2025
Q2 		$44M Sell
123,989
-2,073
-2% -$723K 2.99% 8
2025
Q1 		$44.2M Buy
126,062
+142
+0.1% +$48K 3.1% 8
2024
Q4 		$39.8M Buy
125,920
+3,115
+3% +$937K 2.75% 8
2024
Q3 		$33.8M Buy
122,805
+2,016
+2% +$545K 2.3% 8
2024
Q2 		$31.7M Sell
120,789
-3,997
-3% -$1.1M 2.47% 7
2024
Q1 		$34.8M Sell
124,786
-1,460
-1% -$403K 2.62% 8
2023
Q4 		$32.9M Buy
126,246
+4,677
+4% +$1.15M 2.58% 8
2023
Q3 		$28M Sell
121,569
-1,951
-2% -$469K 2.41% 7
2023
Q2 		$29.3M Buy
123,520
+5,410
+5% +$1.24M 2.41% 7
2023
Q1 		$26.6M Buy
118,110
+14,912
+14% +$3.32M 2.32% 7
2022
Q4 		$21.4M Buy
103,198
+721
+0.7% +$145K 1.94% 9
2022
Q3 		$18.2M Sell
102,477
-2,451
-2% -$499K 2.52% 10
2022
Q2 		$20.7M Sell
104,928
-1,289
-1% -$266K 2.68% 9
2022
Q1 		$23.6M Buy
106,217
+3,153
+3% +$682K 2.5% 9
2021
Q4 		$22.3M Buy
103,064
+1,350
+1% +$290K 2.23% 10
2021
Q3 		$22.7M Sell
101,714
-660
-0.6% -$155K 2.51% 9
2021
Q2 		$23.9M Buy
102,374
+2,422
+2% +$554K 2.62% 8
2021
Q1 		$21.2M Buy
99,952
+1,726
+2% +$363K 2.51% 7
2020
Q4 		$21.5M Buy
98,226
+1,912
+2% +$391K 2.7% 8
2020
Q3 		$19.3M Sell
96,314
-1,341
-1% -$268K 2.63% 8
2020
Q2 		$18.9M Sell
97,655
-851
-0.9% -$155K 2.77% 7
2020
Q1 		$15.9M Buy
98,506
+528
+0.5% +$99.5K 2.78% 7
2019
Q4 		$18.4M Buy
97,978
+1,385
+1% +$250K 2.57% 6
2019
Q3 		$16.6M Sell
96,593
-6,170
-6% -$1.1M 2.5% 7
2019
Q2 		$17.8M Sell
102,763
-3,531
-3% -$578K 2.63% 7
2019
Q1 		$16.6M Sell
106,294
-1,998
-2% -$288K 2.47% 6
2018
Q4 		$14.3M Buy
108,292
+1,540
+1% +$213K 2.4% 9
2018
Q3 		$16M Buy
106,752
+11,681
+12% +$1.66M 2.24% 9
2018
Q2 		$12.6M Buy
95,071
+11,418
+14% +$1.47M 1.96% 14
2018
Q1 		$10M Sell
83,653
-1,927
-2% -$234K 1.62% 20
2017
Q4 		$9.76M Sell
85,580
-1,464
-2% -$162K 1.52% 22
2017
Q3 		$9.16M Sell
87,044
-131
-0.2% -$13.3K 1.47% 23
2017
Q2 		$8.18M Buy
87,175
+81,252
+1,372% +$7.54M 1.31% 28
2017
Q1 		$526K Buy
5,923
+399
+7% +$34.3K 0.09% 121
2016
Q4 		$431K Hold
5,524
– – 0.08% 130
2016
Q3 		$457K Sell
5,524
-5,995
-52% -$480K 0.08% 127
2016
Q2 		$855K Buy
11,519
+438
+4% +$34.3K 0.18% 81
2016
Q1 		$848K Buy
11,081
+1,611
+17% +$117K 0.15% 114
2015
Q4 		$734K Buy
9,470
+142
+2% +$11K 0.12% 138
2015
Q3 		$650K Hold
9,328
– – 0.11% 148
2015
Q2 		$626K Hold
9,328
– – 0.09% 159
2015
Q1 		$610K Buy
9,328
+220
+2% +$14.5K 0.09% 158
2014
Q4 		$597K Buy
9,108
+1,000
+12% +$60.2K 0.09% 162
2014
Q3 		$433K Hold
8,108
– – 0.06% 189
2014
Q2 		$427K Buy
8,108
+788
+11% +$41.2K 0.06% 178
2014
Q1 		$395K Hold
7,320
– – 0.06% 179
2013
Q4 		$408K Sell
7,320
-728
-9% -$36.7K 0.07% 175
2013
Q3 		$384K Hold
8,048
– – 0.07% 170
2013
Q2 		$368K Buy
+8,048
New +$352K 0.07% 163

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Baldwin Wealth Partners's V Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Visa (V) stake by 0.84% in Q2 2026, selling an estimated $302K and leaving 110,919 shares worth $38.1M. The position accounts for 2.49% of the portfolio, ranked #9.

Baldwin Wealth Partners first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $44.2M in Q1 2025. 2,060 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Baldwin Wealth Partners held 110,919 shares of Visa worth $38.1M as of Q2 2026.
  • Baldwin Wealth Partners sold 941 Visa shares in Q2 2026, an estimated $302K.
  • Visa made up 2.49% of Baldwin Wealth Partners's portfolio in Q2 2026, its #9 holding.
  • Baldwin Wealth Partners first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
  • Baldwin Wealth Partners's Visa position peaked at $44.2M in Q1 2025.
  • 2,060 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.