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Daymark Wealth Partners’s Visa V Stock Holding History

Daymark 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 		$48.1M Buy
140,198
+39,237
+39% +$12.6M 1.17% 17
2026
Q1 		$30.5M Buy
100,961
+9,959
+11% +$3.2M 0.96% 24
2025
Q4 		$31.9M Sell
91,002
-1,034
-1% -$352K 1.02% 21
2025
Q3 		$31.4M Buy
92,036
+2,379
+3% +$823K 1.07% 14
2025
Q2 		$31.8M Buy
89,657
+4,799
+6% +$1.67M 1.21% 12
2025
Q1 		$29.7M Sell
84,858
-89,292
-51% -$30.2M 1.28% 12
2024
Q4 		$23.5M Sell
174,150
-976
-0.6% -$293K 0.99% 19
2024
Q3 		$20.8M Buy
175,126
+567
+0.3% +$153K 0.88% 23
2024
Q2 		$19.7M Buy
174,559
+9,164
+6% +$2.51M 0.9% 20
2024
Q1 		$18.4M Buy
165,395
+1,353
+0.8% +$374K 0.99% 20
2023
Q4 		$16.8M Buy
164,042
+100
+0.1% +$24.6K 1.03% 20
2023
Q3 		$14.8M Buy
163,942
+106,409
+185% +$25.6M 1.02% 21
2023
Q2 		$13.7M Buy
57,533
+1,143
+2% +$262K 1.01% 21
2023
Q1 		$12.7M Buy
56,390
+1,845
+3% +$411K 1.69% 13
2022
Q4 		$11.3M Buy
+54,545
New +$11M 2% 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

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

Daymark Wealth Partners increased its Visa (V) stake by 39% in Q2 2026, buying an estimated $12.6M and bringing the position to 140,198 shares worth $48.1M. The position accounts for 1.17% of the portfolio, ranked #17.

Daymark Wealth Partners first reported a position in V in Q4 2022 and has held it in 15 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Daymark Wealth Partners held 140,198 shares of Visa worth $48.1M as of Q2 2026.
  • Daymark Wealth Partners bought 39,237 Visa shares in Q2 2026, an estimated $12.6M.
  • Visa made up 1.17% of Daymark Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • Daymark Wealth Partners first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.