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Beverly Hills Private Wealth’s Visa V Stock Holding History

Beverly Hills Private Wealth’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 		$10.1M Buy
29,361
+2,102
+8% +$675K 1.92% 9
2026
Q1 		$8.24M Buy
27,259
+9,130
+50% +$2.94M 1.37% 15
2025
Q4 		$6.36M Buy
18,129
+2,634
+17% +$897K 1.09% 20
2025
Q3 		$5.29M Buy
15,495
+1,211
+8% +$419K 0.93% 21
2025
Q2 		$5.07M Sell
14,284
-934
-6% -$326K 0.95% 19
2025
Q1 		$5.33M Buy
15,218
+393
+3% +$133K 1.05% 17
2024
Q4 		$4.69M Buy
14,825
+799
+6% +$240K 0.95% 19
2024
Q3 		$3.86M Buy
14,026
+5,801
+71% +$1.57M 0.78% 28
2024
Q2 		$2.16M Buy
8,225
+2,677
+48% +$734K 0.47% 55
2024
Q1 		$1.55M Buy
5,548
+2,343
+73% +$647K 0.36% 76
2023
Q4 		$834K Buy
3,205
+1,578
+97% +$389K 0.22% 105
2023
Q3 		$374K Buy
1,627
+112
+7% +$26.9K 0.11% 203
2023
Q2 		$362K Buy
1,515
+481
+47% +$110K 0.06% 271
2023
Q1 		$233K Buy
+1,034
New +$230K 0.07% 249

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

Beverly Hills Private Wealth's V Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Visa (V) stake by 7.7% in Q2 2026, buying an estimated $675K and bringing the position to 29,361 shares worth $10.1M. The position accounts for 1.92% of the portfolio, ranked #9.

Beverly Hills Private Wealth first reported a position in V in Q1 2023 and has held it in 14 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Beverly Hills Private Wealth held 29,361 shares of Visa worth $10.1M as of Q2 2026.
  • Beverly Hills Private Wealth bought 2,102 Visa shares in Q2 2026, an estimated $675K.
  • Visa made up 1.92% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #9 holding.
  • Beverly Hills Private Wealth first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.