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Heritage Wealth Partners’s Visa V Stock Holding History

Heritage 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
2025
Q1 		$277K Sell
791
-172
-18% -$58.2K 0.42% 44
2024
Q4 		$304K Sell
963
-651
-40% -$196K 0.38% 48
2024
Q3 		$444K Sell
1,614
-883
-35% -$239K 0.52% 39
2024
Q2 		$656K Buy
+2,497
New +$684K 0.95% 25

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Heritage Wealth Partners's V Position: Q1 2025 in Review

Heritage Wealth Partners reduced its Visa (V) stake by 18% in Q1 2025, selling an estimated $58.2K and leaving 791 shares worth $277K. The position accounts for 0.42% of the portfolio, ranked #44.

Heritage Wealth Partners first reported a position in V in Q2 2024 and has held it in 4 quarters since. The position peaked at $656K in Q2 2024. 4,288 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Heritage Wealth Partners held 791 shares of Visa worth $277K as of Q1 2025.
  • Heritage Wealth Partners sold 172 Visa shares in Q1 2025, an estimated $58.2K.
  • Visa made up 0.42% of Heritage Wealth Partners's portfolio in Q1 2025, its #44 holding.
  • Heritage Wealth Partners first reported a position in Visa in Q2 2024 and has held it in 4 quarters since.
  • Heritage Wealth Partners's Visa position peaked at $656K in Q2 2024.
  • 4,288 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.