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Cedar Cove Wealth Partners’s Visa V Stock Holding History

Cedar Cove 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 		$435K Sell
1,269
-24
-2% -$7.71K 0.2% 62
2026
Q1 		$391K Sell
1,293
-47
-4% -$15.1K 0.21% 66
2025
Q4 		$470K Buy
+1,340
New +$457K 0.25% 56

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Cedar Cove Wealth Partners's V Position: Q2 2026 in Review

Cedar Cove Wealth Partners reduced its Visa (V) stake by 1.9% in Q2 2026, selling an estimated $7.71K and leaving 1,269 shares worth $435K. The position accounts for 0.2% of the portfolio, ranked #62.

Cedar Cove Wealth Partners first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $470K in Q4 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cedar Cove Wealth Partners held 1,269 shares of Visa worth $435K as of Q2 2026.
  • Cedar Cove Wealth Partners sold 24 Visa shares in Q2 2026, an estimated $7.71K.
  • Visa made up 0.2% of Cedar Cove Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Cedar Cove Wealth Partners first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Cedar Cove Wealth Partners's Visa position peaked at $470K in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.