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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
2024
Q2 		– Sell
-3,874
Closed -$1.08M – 254
2024
Q1 		$1.08M Buy
+3,874
New +$1.07M 0.16% 42

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. 1,761 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.
  • 1,761 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.