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Coalescence Partners Investment Management’s Visa V Stock Holding History

Coalescence Partners Investment Management’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 		$11.8M Sell
34,515
-27,757
-45% -$8.91M 3.48% 11
2026
Q1 		$18.8M Buy
62,272
+16,715
+37% +$5.37M 4.07% 8
2025
Q4 		$16M Hold
45,557
– – 3.76% 11
2025
Q3 		$15.6M Sell
45,557
-24,443
-35% -$8.46M 4.05% 11
2025
Q2 		$24.9M Buy
70,000
+5,203
+8% +$1.81M 6.41% 7
2025
Q1 		$22.7M Sell
64,797
-23,744
-27% -$8.03M 7.5% 4
2024
Q4 		$28M Buy
88,541
+22,290
+34% +$6.7M 10.59% 3
2024
Q3 		$18.2M Buy
66,251
+12,339
+23% +$3.34M 8.16% 5
2024
Q2 		$14.2M Hold
53,912
– – 11.61% 4
2024
Q1 		$15M Buy
53,912
+28,171
+109% +$7.78M 11.89% 1
2023
Q4 		$6.7M Buy
+25,741
New +$6.34M 5.98% 10

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

Coalescence Partners Investment Management's V Position: Q2 2026 in Review

Coalescence Partners Investment Management reduced its Visa (V) stake by 45% in Q2 2026, selling an estimated $8.91M and leaving 34,515 shares worth $11.8M. The position accounts for 3.48% of the portfolio, ranked #11.

Coalescence Partners Investment Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $28M in Q4 2024. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Coalescence Partners Investment Management held 34,515 shares of Visa worth $11.8M as of Q2 2026.
  • Coalescence Partners Investment Management sold 27,757 Visa shares in Q2 2026, an estimated $8.91M.
  • Visa made up 3.48% of Coalescence Partners Investment Management's portfolio in Q2 2026, its #11 holding.
  • Coalescence Partners Investment Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Coalescence Partners Investment Management's Visa position peaked at $28M in Q4 2024.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Coalescence Partners Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.