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Forefront Wealth Partners’s Visa V Stock Holding History

Forefront 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 		$717K Buy
2,374
+383
+19% +$123K 0.3% 74
2025
Q4 		$699K Buy
1,991
+23
+1% +$7.84K 0.33% 66
2025
Q3 		$672K Buy
1,968
+377
+24% +$130K 0.17% 107
2025
Q2 		$503K Sell
1,591
-26
-2% -$9.06K 0.35% 59
2025
Q1 		$567K Buy
1,617
+26
+2% +$8.8K 0.39% 61
2024
Q4 		$503K Buy
+1,591
New +$478K 0.37% 56

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

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

Forefront Wealth Partners increased its Visa (V) stake by 19% in Q1 2026, buying an estimated $123K and bringing the position to 2,374 shares worth $717K. The position accounts for 0.3% of the portfolio, ranked #74.

Forefront Wealth Partners first reported a position in V in Q4 2024 and has held it in 6 quarters since. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Forefront Wealth Partners held 2,374 shares of Visa worth $717K as of Q1 2026.
  • Forefront Wealth Partners bought 383 Visa shares in Q1 2026, an estimated $123K.
  • Visa made up 0.3% of Forefront Wealth Partners's portfolio in Q1 2026, its #74 holding.
  • Forefront Wealth Partners first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.