DWP
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Daymark Wealth Partners's V Position: Q1 2026 in Review

Daymark Wealth Partners increased its Visa (V) stake by 11% in Q1 2026, buying an estimated $3.2M and bringing the position to 100,961 shares worth $30.5M. The position accounts for 0.96% of the portfolio, ranked #24.

Daymark Wealth Partners first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $31.9M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Daymark Wealth Partners held 100,961 shares of Visa worth $30.5M as of Q1 2026.
  • Daymark Wealth Partners bought 9,959 Visa shares in Q1 2026, an estimated $3.2M.
  • Visa made up 0.96% of Daymark Wealth Partners's portfolio in Q1 2026, its #24 holding.
  • Daymark Wealth Partners first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
  • Daymark Wealth Partners's Visa position peaked at $31.9M in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.