Focus Partners Wealth
V icon

Focus Partners Wealth’s Visa V Stock Holding History

Focus Partners 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 		$594M Sell
1,730,615
-209,800
-11% -$67.4M 0.61% 35
2026
Q1 		$587M Buy
1,940,415
+701,421
+57% +$226M 0.65% 30
2025
Q4 		$435M Buy
1,238,994
+719,195
+138% +$245M 0.5% 40
2025
Q3 		$177M Buy
519,799
+67,184
+15% +$23.3M 0.29% 70
2025
Q2 		$161M Buy
452,615
+51,078
+13% +$17.8M 0.35% 57
2025
Q1 		$141M Sell
401,537
-687
-0.2% -$232K 0.35% 57
2024
Q4 		$127M Buy
402,224
+40,544
+11% +$12.2M 0.33% 60
2024
Q3 		$71.2M Buy
361,680
+121,009
+50% +$32.7M 0.23% 94
2024
Q2 		$63.2M Buy
240,671
+109,183
+83% +$29.9M 0.21% 110
2024
Q1 		$36.7M Buy
131,488
+47,349
+56% +$13.1M 0.3% 81
2023
Q4 		$21.9M Buy
+84,139
New +$20.7M 0.29% 99

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

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

Focus Partners Wealth reduced its Visa (V) stake by 11% in Q2 2026, selling an estimated $67.4M and leaving 1,730,615 shares worth $594M. The position accounts for 0.61% of the portfolio, ranked #35.

Focus Partners Wealth first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Focus Partners Wealth held 1,730,615 shares of Visa worth $594M as of Q2 2026.
  • Focus Partners Wealth sold 209,800 Visa shares in Q2 2026, an estimated $67.4M.
  • Visa made up 0.61% of Focus Partners Wealth's portfolio in Q2 2026, its #35 holding.
  • Focus Partners Wealth first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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