Core Wealth Partners’s Visa V Stock Holding History

Core 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	$2.2M	Sell	6,407 -824	-11%	-$265K	0.94%	28
2026 Q1	$2.19M	Sell	7,231 -9	-0.1%	-$2.89K	1.02%	27
2025 Q4	$2.54M	Sell	7,240 -178	-2%	-$60.6K	1.14%	22
2025 Q3	$2.53M	Buy	7,418 +766	+12%	+$265K	1.16%	21
2025 Q2	$2.36M	Buy	6,652 +1,046	+19%	+$365K	1.2%	21
2025 Q1	$1.96M	Buy	5,606 +399	+8%	+$135K	1.14%	22
2024 Q4	$1.65M	Buy	5,207 +466	+10%	+$140K	0.94%	26
2024 Q3	$1.3M	Buy	4,741 +634	+15%	+$171K	0.79%	30
2024 Q2	$1.08M	Buy	4,107 +497	+14%	+$136K	0.74%	32
2024 Q1	$1.01M	Buy	3,610 +384	+12%	+$106K	0.76%	29
2023 Q4	$840K	Buy	3,226 +1	+0%	+$246	0.69%	30
2023 Q3	$742K	Hold	3,225	–	–	0.67%	33
2023 Q2	$766K	Hold	3,225	–	–	0.71%	33
2023 Q1	$727K	Sell	3,225 -5,714	-64%	-$1.27M	0.73%	33
2022 Q4	$262K	Buy	+8,939	New	+$1.8M	0.29%	73

Other funds holding V

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Core Wealth Partners reduced its Visa (V) stake by 11% in Q2 2026, selling an estimated $265K and leaving 6,407 shares worth $2.2M. The position accounts for 0.94% of the portfolio, ranked #28.

Core Wealth Partners first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.54M in Q4 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

Core Wealth Partners held 6,407 shares of Visa worth $2.2M as of Q2 2026.
Core Wealth Partners sold 824 Visa shares in Q2 2026, an estimated $265K.
Visa made up 0.94% of Core Wealth Partners's portfolio in Q2 2026, its #28 holding.
Core Wealth Partners first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
Core Wealth Partners's Visa position peaked at $2.54M in Q4 2025.
1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.