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Evolve Private Wealth’s Visa V Stock Holding History

Evolve Private Wealth’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 		$2.43M Sell
7,084
-1,926
-21% -$618K 0.15% 134
2026
Q1 		$2.72M Buy
9,010
+3,164
+54% +$1.02M 0.15% 135
2025
Q4 		$2.05M Buy
+5,846
New +$1.99M 0.12% 155

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's V Position: Q2 2026 in Review

Evolve Private Wealth reduced its Visa (V) stake by 21% in Q2 2026, selling an estimated $618K and leaving 7,084 shares worth $2.43M. The position accounts for 0.15% of the portfolio, ranked #134.

Evolve Private Wealth first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.72M in Q1 2026. 4,592 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Evolve Private Wealth held 7,084 shares of Visa worth $2.43M as of Q2 2026.
  • Evolve Private Wealth sold 1,926 Visa shares in Q2 2026, an estimated $618K.
  • Visa made up 0.15% of Evolve Private Wealth's portfolio in Q2 2026, its #134 holding.
  • Evolve Private Wealth first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Visa position peaked at $2.72M in Q1 2026.
  • 4,592 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.