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Burling Wealth Partners’s Visa V Stock Holding History

Burling 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 		$3.02M Buy
8,795
+38
+0.4% +$12.2K 0.44% 58
2026
Q1 		$2.65M Sell
8,757
-894
-9% -$287K 0.43% 58
2025
Q4 		$3.38M Buy
9,651
+310
+3% +$106K 0.53% 51
2025
Q3 		$3.19M Sell
9,341
-538
-5% -$186K 0.53% 52
2025
Q2 		$3.51M Sell
9,879
-1,748
-15% -$609K 0.65% 44
2025
Q1 		$4.07M Sell
11,627
-451
-4% -$153K 0.86% 36
2024
Q4 		$3.82M Buy
+12,078
New +$3.63M 0.78% 40

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

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

Burling Wealth Partners increased its Visa (V) stake by 0.43% in Q2 2026, buying an estimated $12.2K and bringing the position to 8,795 shares worth $3.02M. The position accounts for 0.44% of the portfolio, ranked #58.

Burling Wealth Partners first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.07M in Q1 2025. 4,570 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Burling Wealth Partners held 8,795 shares of Visa worth $3.02M as of Q2 2026.
  • Burling Wealth Partners bought 38 Visa shares in Q2 2026, an estimated $12.2K.
  • Visa made up 0.44% of Burling Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • Burling Wealth Partners first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's Visa position peaked at $4.07M in Q1 2025.
  • 4,570 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.