FWP
V icon

Firethorn Wealth Partners’s Visa V Stock Holding History

Firethorn 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
Q3 		$635K Sell
1,768
-32
-2% -$11.7K 0.2% 97
2026
Q2 		$618K Buy
1,800
+325
+22% +$104K 0.2% 98
2026
Q1 		$446K Sell
1,475
-3
-0.2% -$965 0.16% 125
2025
Q4 		$518K Sell
1,478
-176
-11% -$60K 0.19% 105
2025
Q3 		$565K Sell
1,654
-42
-2% -$14.5K 0.22% 95
2025
Q2 		$602K Buy
1,696
+33
+2% +$11.5K 0.26% 84
2025
Q1 		$583K Buy
1,663
+112
+7% +$37.9K 0.28% 85
2024
Q4 		$490K Buy
1,551
+64
+4% +$19.2K 0.24% 90
2024
Q3 		$409K Buy
1,487
+11
+0.7% +$2.97K 0.21% 95
2024
Q2 		$387K Buy
1,476
+29
+2% +$7.95K 0.22% 92
2024
Q1 		$404K Buy
1,447
+10
+0.7% +$2.76K 0.24% 89
2023
Q4 		$374K Buy
1,437
+235
+20% +$57.9K 0.25% 82
2023
Q3 		$277K Sell
1,202
-90
-7% -$21.6K 0.21% 92
2023
Q2 		$307K Sell
1,292
-3
-0.2% -$687 0.23% 77
2023
Q1 		$301K Sell
1,295
-100
-7% -$22.3K 0.24% 76
2022
Q4 		$290K Buy
1,395
+147
+12% +$29.6K 0.24% 87
2022
Q3 		$222K Sell
1,248
-94
-7% -$19.1K 0.21% 105
2022
Q2 		$284K Sell
1,342
-170
-11% -$35.1K 0.23% 90
2022
Q1 		$335K Hold
1,512
– – 0.25% 83
2021
Q4 		$328K Buy
+1,512
New +$325K 0.25% 89
2021
Q2 		$333K Sell
1,426
-55
-4% -$12.6K 0.28% 81
2021
Q1 		$314K Buy
1,481
+1
+0.1% +$210 0.29% 83
2020
Q4 		$324K Buy
+1,480
New +$303K 0.35% 67

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Firethorn Wealth Partners's V Position: Q3 2026 in Review

Firethorn Wealth Partners reduced its Visa (V) stake by 1.8% in Q3 2026, selling an estimated $11.7K and leaving 1,768 shares worth $635K. The position accounts for 0.2% of the portfolio, ranked #97.

Firethorn Wealth Partners first reported a position in V in Q4 2020 and has held it in 23 quarters since. 552 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Firethorn Wealth Partners held 1,768 shares of Visa worth $635K as of Q3 2026.
  • Firethorn Wealth Partners sold 32 Visa shares in Q3 2026, an estimated $11.7K.
  • Visa made up 0.2% of Firethorn Wealth Partners's portfolio in Q3 2026, its #97 holding.
  • Firethorn Wealth Partners first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • 552 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.