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Essential Partners’s Visa V Stock Holding History

Essential 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 		$175K Buy
510
+171
+50% +$54.9K 0.08% 271
2026
Q1 		$102K Buy
339
+95
+39% +$30.5K 0.03% 423
2025
Q4 		$85.6K Sell
244
-560
-70% -$191K 0.03% 484
2025
Q3 		$274K Sell
804
-50
-6% -$17.3K 0.09% 263
2025
Q2 		$303K Buy
+854
New +$298K 0.12% 228

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

Essential Partners's V Position: Q2 2026 in Review

Essential Partners increased its Visa (V) stake by 50% in Q2 2026, buying an estimated $54.9K and bringing the position to 510 shares worth $175K. The position accounts for 0.08% of the portfolio, ranked #271.

Essential Partners first reported a position in V in Q2 2025 and has held it in 5 quarters since. The position peaked at $303K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Essential Partners held 510 shares of Visa worth $175K as of Q2 2026.
  • Essential Partners bought 171 Visa shares in Q2 2026, an estimated $54.9K.
  • Visa made up 0.08% of Essential Partners's portfolio in Q2 2026, its #271 holding.
  • Essential Partners first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Visa position peaked at $303K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.