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Destiny Wealth Partners’s Visa V Stock Holding History

Destiny 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 		$794K Buy
2,626
+18
+0.7% +$5.79K 0.09% 112
2025
Q4 		$857K Sell
2,608
-1
-0% -$341 0.1% 97
2025
Q3 		$891K Sell
2,609
-12
-0.5% -$4.15K 0.11% 94
2025
Q2 		$931K Buy
2,621
+1,373
+110% +$479K 0.13% 91
2025
Q1 		$437K Buy
1,248
+54
+5% +$18.3K 0.07% 113
2024
Q4 		$377K Buy
1,194
+135
+13% +$40.6K 0.06% 123
2024
Q3 		$291K Buy
1,059
+58
+6% +$15.7K 0.05% 131
2024
Q2 		$263K Sell
1,001
-146
-13% -$40K 0.05% 136
2024
Q1 		$320K Sell
1,147
-521
-31% -$144K 0.06% 121
2023
Q4 		$433K Buy
1,668
+40
+2% +$9.86K 0.08% 104
2023
Q3 		$375K Buy
1,628
+30
+2% +$7.21K 0.08% 113
2023
Q2 		$382K Sell
1,598
-64
-4% -$14.6K 0.07% 114
2023
Q1 		$375K Sell
1,662
-118
-7% -$26.3K 0.08% 112
2022
Q4 		$370K Buy
1,780
+94
+6% +$19K 0.08% 116
2022
Q3 		$300K Sell
1,686
-48
-3% -$9.77K 0.07% 127
2022
Q2 		$341K Buy
1,734
+57
+3% +$11.8K 0.08% 108
2022
Q1 		$372K Buy
1,677
+201
+14% +$43.5K 0.07% 110
2021
Q4 		$320K Hold
1,476
– – 0.06% 140
2021
Q3 		$329K Sell
1,476
-147
-9% -$34.5K 0.07% 134
2021
Q2 		$380K Sell
1,623
-7
-0.4% -$1.6K 0.07% 138
2021
Q1 		$345K Buy
1,630
+300
+23% +$63.1K 0.07% 125
2020
Q4 		$291K Buy
+1,330
New +$272K 0.06% 163

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

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

Destiny Wealth Partners increased its Visa (V) stake by 0.69% in Q1 2026, buying an estimated $5.79K and bringing the position to 2,626 shares worth $794K. The position accounts for 0.09% of the portfolio, ranked #112.

Destiny Wealth Partners first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $931K in Q2 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Destiny Wealth Partners held 2,626 shares of Visa worth $794K as of Q1 2026.
  • Destiny Wealth Partners bought 18 Visa shares in Q1 2026, an estimated $5.79K.
  • Visa made up 0.09% of Destiny Wealth Partners's portfolio in Q1 2026, its #112 holding.
  • Destiny Wealth Partners first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • Destiny Wealth Partners's Visa position peaked at $931K in Q2 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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