Curated Wealth Partners
V icon

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
Q3 		$2.11M Buy
5,866
+2,252
+62% +$823K 0.17% 44
2026
Q2 		$1.24M Sell
3,614
-586
-14% -$188K 0.14% 56
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Curated Wealth Partners's V Position: Q3 2026 in Review

Curated Wealth Partners increased its Visa (V) stake by 62% in Q3 2026, buying an estimated $823K and bringing the position to 5,866 shares worth $2.11M. The position accounts for 0.17% of the portfolio, ranked #44.

Curated Wealth Partners first reported a position in V in Q4 2020 and has held it in 23 quarters since. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Curated Wealth Partners held 5,866 shares of Visa worth $2.11M as of Q3 2026.
  • Curated Wealth Partners bought 2,252 Visa shares in Q3 2026, an estimated $823K.
  • Visa made up 0.17% of Curated Wealth Partners's portfolio in Q3 2026, its #44 holding.
  • Curated Wealth Partners first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.