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Barlow Wealth Partners’s Visa V Stock Holding History

Barlow 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 		$38M Buy
109,392
+1,251
+1% +$402K 4.11% 4
2026
Q1 		$34.3M Buy
108,141
+2,632
+2% +$846K 3.81% 5
2025
Q4 		$36.9M Buy
105,509
+1,937
+2% +$660K 3.98% 5
2025
Q3 		$35.8M Sell
103,572
-1,731
-2% -$599K 3.98% 5
2025
Q2 		$37.3M Buy
105,303
+1,464
+1% +$510K 4.46% 4
2025
Q1 		$34.8M Buy
103,839
+1,394
+1% +$472K 4.57% 3
2024
Q4 		$32.4M Buy
102,445
+5,445
+6% +$1.64M 4.1% 4
2024
Q3 		$26.6M Buy
97,000
+1,498
+2% +$405K 3.47% 6
2024
Q2 		$24.3M Buy
95,502
+3,046
+3% +$835K 3.36% 6
2024
Q1 		$25.5M Buy
92,456
+2,475
+3% +$683K 3.47% 3
2023
Q4 		$23.4M Buy
+89,981
New +$22.2M 3.33% 3

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

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

Barlow Wealth Partners increased its Visa (V) stake by 1.2% in Q2 2026, buying an estimated $402K and bringing the position to 109,392 shares worth $38M. The position accounts for 4.11% of the portfolio, ranked #4.

Barlow Wealth Partners first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Barlow Wealth Partners held 109,392 shares of Visa worth $38M as of Q2 2026.
  • Barlow Wealth Partners bought 1,251 Visa shares in Q2 2026, an estimated $402K.
  • Visa made up 4.11% of Barlow Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • Barlow Wealth Partners first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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