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BIP Wealth’s Visa V Stock Holding History

BIP 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 		$2.16M Buy
6,308
+354
+6% +$114K 0.06% 182
2026
Q1 		$1.8M Sell
5,954
-1,733
-23% -$557K 0.07% 140
2025
Q4 		$2.7M Buy
7,687
+3,183
+71% +$1.08M 0.1% 124
2025
Q3 		$1.54M Buy
4,504
+1,736
+63% +$601K 0.08% 99
2025
Q2 		$983K Sell
2,768
-166
-6% -$57.9K 0.06% 103
2025
Q1 		$1.03M Sell
2,934
-264
-8% -$89.3K 0.07% 97
2024
Q4 		$1.01M Buy
3,198
+590
+23% +$177K 0.07% 100
2024
Q3 		$717K Buy
2,608
+54
+2% +$14.6K 0.05% 111
2024
Q2 		$670K Sell
2,554
-194
-7% -$53.2K 0.05% 98
2024
Q1 		$767K Buy
2,748
+1,034
+60% +$285K 0.06% 98
2023
Q4 		$446K Buy
1,714
+1
+0.1% +$246 0.04% 122
2023
Q3 		$394K Buy
1,713
+519
+43% +$125K 0.04% 118
2023
Q2 		$284K Sell
1,194
-104
-8% -$23.8K 0.02% 146
2023
Q1 		$293K Buy
+1,298
New +$289K 0.03% 149

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

BIP Wealth's V Position: Q2 2026 in Review

BIP Wealth increased its Visa (V) stake by 5.9% in Q2 2026, buying an estimated $114K and bringing the position to 6,308 shares worth $2.16M. The position accounts for 0.06% of the portfolio, ranked #182.

BIP Wealth first reported a position in V in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.7M in Q4 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • BIP Wealth held 6,308 shares of Visa worth $2.16M as of Q2 2026.
  • BIP Wealth bought 354 Visa shares in Q2 2026, an estimated $114K.
  • Visa made up 0.06% of BIP Wealth's portfolio in Q2 2026, its #182 holding.
  • BIP Wealth first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • BIP Wealth's Visa position peaked at $2.7M in Q4 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.