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Curated Wealth Partners’s Visa V Stock Holding History

Curated 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 		$1.1M Buy
10,878
+6,678
+159% +$2.14M 0.14% 127
2026
Q1 		$1.27M Sell
4,200
-168
-4% -$54K 0.16% 50
2025
Q4 		$1.53M Buy
4,368
+1,336
+44% +$455K 0.17% 44
2025
Q3 		$1.04M Sell
3,032
-13
-0.4% -$4.5K 0.13% 60
2025
Q2 		$1.08M Sell
3,045
-235
-7% -$81.9K 0.13% 51
2025
Q1 		$1.15M Buy
3,280
+153
+5% +$51.8K 0.15% 42
2024
Q4 		$988K Sell
3,127
-260
-8% -$78.2K 0.11% 51
2024
Q3 		$931K Hold
3,387
– – 0.12% 51
2024
Q2 		$889K Buy
+3,387
New +$928K 0.12% 48
2024
Q1 		– Sell
-4,069
Closed -$1.12M – 261
2023
Q4 		$1.06M Buy
4,069
+160
+4% +$39.4K 0.17% 40
2023
Q3 		$899K Buy
3,909
+786
+25% +$189K 0.16% 41
2023
Q2 		$742K Sell
3,123
-94
-3% -$21.5K 0.14% 52
2023
Q1 		$725K Sell
3,217
-156
-5% -$34.7K 0.16% 49
2022
Q4 		$701K Buy
3,373
+19
+0.6% +$3.83K 0.17% 51
2022
Q3 		$595K Sell
3,354
-12
-0.4% -$2.44K 0.17% 51
2022
Q2 		$662K Sell
3,366
-181
-5% -$37.4K 0.19% 46
2022
Q1 		$770K Hold
3,547
– – 0.26% 45
2021
Q4 		$770K Buy
3,547
+193
+6% +$41.4K 0.25% 47
2021
Q3 		$747K Sell
3,354
-8
-0.2% -$1.88K 0.42% 43
2021
Q2 		$787K Buy
3,362
+55
+2% +$12.6K 0.43% 40
2021
Q1 		$700K Buy
3,307
+61
+2% +$12.8K 0.43% 41
2020
Q4 		$710K Buy
+3,246
New +$664K 0.46% 36

Other funds holding V

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Curated Wealth Partners increased its Visa (V) stake by 159% in Q2 2026, buying an estimated $2.14M and bringing the position to 10,878 shares worth $1.1M. The position accounts for 0.14% of the portfolio, ranked #127.

Curated Wealth Partners first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.53M in Q4 2025. 1,797 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Curated Wealth Partners held 10,878 shares of Visa worth $1.1M as of Q2 2026.
  • Curated Wealth Partners bought 6,678 Visa shares in Q2 2026, an estimated $2.14M.
  • Visa made up 0.14% of Curated Wealth Partners's portfolio in Q2 2026, its #127 holding.
  • Curated Wealth Partners first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's Visa position peaked at $1.53M in Q4 2025.
  • 1,797 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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