FWP
V icon

Fiduciary Wealth Partners’s Visa V Stock Holding History

Fiduciary 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 		– Sell
-728
Closed -$255K – 93
2025
Q4 		$255K Buy
728
+11
+2% +$3.75K 0.1% 74
2025
Q3 		$245K Sell
717
-607
-46% -$210K 0.1% 76
2025
Q2 		$470K Buy
1,324
+1,081
+445% +$377K 0.44% 28
2025
Q1 		$85.2K Buy
+243
New +$82.2K 0.07% 52

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

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

Fiduciary Wealth Partners sold out of Visa (V) in Q1 2026, closing a stake of 728 shares — an estimated $255K sold.

Fiduciary Wealth Partners first reported a position in V in Q1 2025 and held it in 4 quarters. The position peaked at $470K in Q2 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Fiduciary Wealth Partners reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Wealth Partners sold 728 Visa shares in Q1 2026, an estimated $255K.
  • Fiduciary Wealth Partners first reported a position in Visa in Q1 2025 and held it in 4 quarters.
  • Fiduciary Wealth Partners's Visa position peaked at $470K in Q2 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.