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Founders Grove Wealth Partners’s Visa V Stock Holding History

Founders Grove 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 		$1.01M Buy
3,346
+283
+9% +$91K 0.23% 80
2025
Q4 		$1.07M Buy
3,063
+88
+3% +$30K 0.24% 79
2025
Q3 		$1.02M Buy
2,975
+38
+1% +$13.2K 0.24% 74
2025
Q2 		$1.04M Sell
2,937
-337
-10% -$117K 0.26% 69
2025
Q1 		$1.15M Sell
3,274
-96
-3% -$32.5K 0.32% 63
2024
Q4 		$1.07M Buy
+3,370
New +$1.01M 0.31% 66

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

Founders Grove Wealth Partners's V Position: Q1 2026 in Review

Founders Grove Wealth Partners increased its Visa (V) stake by 9.2% in Q1 2026, buying an estimated $91K and bringing the position to 3,346 shares worth $1.01M. The position accounts for 0.23% of the portfolio, ranked #80.

Founders Grove Wealth Partners first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q1 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Founders Grove Wealth Partners held 3,346 shares of Visa worth $1.01M as of Q1 2026.
  • Founders Grove Wealth Partners bought 283 Visa shares in Q1 2026, an estimated $91K.
  • Visa made up 0.23% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #80 holding.
  • Founders Grove Wealth Partners first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Founders Grove Wealth Partners's Visa position peaked at $1.15M in Q1 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.