FWP
V icon

Flatrock Wealth Partners’s Visa V Stock Holding History

Flatrock 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
Q2 		$814K Buy
2,372
+401
+20% +$129K 0.32% 50
2026
Q1 		$596K Buy
1,971
+84
+4% +$27K 0.27% 55
2025
Q4 		$662K Buy
+1,887
New +$643K 0.32% 50

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

Flatrock Wealth Partners's V Position: Q2 2026 in Review

Flatrock Wealth Partners increased its Visa (V) stake by 20% in Q2 2026, buying an estimated $129K and bringing the position to 2,372 shares worth $814K. The position accounts for 0.32% of the portfolio, ranked #50.

Flatrock Wealth Partners first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Flatrock Wealth Partners held 2,372 shares of Visa worth $814K as of Q2 2026.
  • Flatrock Wealth Partners bought 401 Visa shares in Q2 2026, an estimated $129K.
  • Visa made up 0.32% of Flatrock Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • Flatrock Wealth Partners first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.