FWP
V icon

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
Q2 		$834K Buy
2,431
+57
+2% +$18.3K 0.26% 83
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 $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

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

Forefront Wealth Partners increased its Visa (V) stake by 2.4% in Q2 2026, buying an estimated $18.3K and bringing the position to 2,431 shares worth $834K. The position accounts for 0.26% of the portfolio, ranked #83.

Forefront Wealth Partners first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Forefront Wealth Partners held 2,431 shares of Visa worth $834K as of Q2 2026.
  • Forefront Wealth Partners bought 57 Visa shares in Q2 2026, an estimated $18.3K.
  • Visa made up 0.26% of Forefront Wealth Partners's portfolio in Q2 2026, its #83 holding.
  • Forefront Wealth Partners first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.