FWP
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FAS Wealth Partners’s Visa V Stock Holding History

FAS 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 		$4.62M Buy
15,285
+750
+5% +$241K 0.29% 78
2025
Q4 		$5.1M Buy
14,535
+603
+4% +$205K 0.33% 65
2025
Q3 		$4.76M Buy
13,932
+435
+3% +$151K 0.32% 66
2025
Q2 		$4.79M Buy
13,497
+1,040
+8% +$362K 0.35% 62
2025
Q1 		$4.37M Buy
12,457
+466
+4% +$158K 0.36% 62
2024
Q4 		$3.79M Buy
11,991
+217
+2% +$65.3K 0.32% 69
2024
Q3 		$3.24M Buy
11,774
+739
+7% +$200K 0.26% 87
2024
Q2 		$2.9M Buy
11,035
+364
+3% +$99.8K 0.25% 86
2024
Q1 		$2.98M Buy
10,671
+282
+3% +$77.9K 0.26% 86
2023
Q4 		$2.7M Buy
10,389
+1,084
+12% +$267K 0.26% 88
2023
Q3 		$2.14M Buy
9,305
+506
+6% +$122K 0.23% 94
2023
Q2 		$2.09M Buy
8,799
+965
+12% +$221K 0.26% 87
2023
Q1 		$1.77M Buy
7,834
+621
+9% +$138K 0.19% 102
2022
Q4 		$1.5M Buy
7,213
+956
+15% +$193K 0.17% 114
2022
Q3 		$1.11M Buy
6,257
+1,313
+27% +$267K 0.12% 117
2022
Q2 		$973K Buy
4,944
+775
+19% +$160K 0.1% 129
2022
Q1 		$924K Buy
4,169
+989
+31% +$214K 0.09% 143
2021
Q4 		$689K Buy
3,180
+1,270
+66% +$273K 0.06% 162
2021
Q3 		$425K Buy
1,910
+413
+28% +$96.8K 0.04% 197
2021
Q2 		$350K Buy
+1,497
New +$342K 0.03% 219

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

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

FAS Wealth Partners increased its Visa (V) stake by 5.2% in Q1 2026, buying an estimated $241K and bringing the position to 15,285 shares worth $4.62M. The position accounts for 0.29% of the portfolio, ranked #78.

FAS Wealth Partners first reported a position in V in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.1M in Q4 2025. 4,449 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • FAS Wealth Partners held 15,285 shares of Visa worth $4.62M as of Q1 2026.
  • FAS Wealth Partners bought 750 Visa shares in Q1 2026, an estimated $241K.
  • Visa made up 0.29% of FAS Wealth Partners's portfolio in Q1 2026, its #78 holding.
  • FAS Wealth Partners first reported a position in Visa in Q2 2021 and has held it in 20 quarters since.
  • FAS Wealth Partners's Visa position peaked at $5.1M in Q4 2025.
  • 4,449 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.