FGWP
V icon

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
Q2 		$1.17M Buy
3,398
+52
+2% +$16.7K 0.23% 81
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 $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

Founders Grove Wealth Partners's V Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Visa (V) stake by 1.6% in Q2 2026, buying an estimated $16.7K and bringing the position to 3,398 shares worth $1.17M. The position accounts for 0.23% of the portfolio, ranked #81.

Founders Grove 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.

  • Founders Grove Wealth Partners held 3,398 shares of Visa worth $1.17M as of Q2 2026.
  • Founders Grove Wealth Partners bought 52 Visa shares in Q2 2026, an estimated $16.7K.
  • Visa made up 0.23% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #81 holding.
  • Founders Grove 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 Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.