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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Burling Wealth Partners's V Position: Q1 2026 in Review

Burling Wealth Partners reduced its Visa (V) stake by 9.3% in Q1 2026, selling an estimated $287K and leaving 8,757 shares worth $2.65M. The position accounts for 0.43% of the portfolio, ranked #58.

Burling Wealth Partners first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.07M in Q1 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Burling Wealth Partners held 8,757 shares of Visa worth $2.65M as of Q1 2026.
Burling Wealth Partners sold 894 Visa shares in Q1 2026, an estimated $287K.
Visa made up 0.43% of Burling Wealth Partners's portfolio in Q1 2026, its #58 holding.
Burling Wealth Partners first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
Burling Wealth Partners's Visa position peaked at $4.07M in Q1 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.