HWP
V icon

Highline Wealth Partners’s Visa V Stock Holding History

Highline 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 		$154K Buy
510
+170
+50% +$54.7K 0.04% 99
2025
Q4 		$119K Sell
340
-12
-3% -$4.09K 0.03% 83
2025
Q3 		$120K Buy
352
+2
+0.6% +$692 0.03% 115
2025
Q2 		$124K Buy
350
+108
+45% +$37.6K 0.04% 108
2025
Q1 		$84.7K Buy
242
+61
+34% +$20.6K 0.03% 113
2024
Q4 		$57.4K Sell
181
-16
-8% -$4.81K 0.02% 124
2024
Q3 		$54.3K Buy
197
+105
+114% +$28.4K 0.02% 131
2024
Q2 		$24.2K Buy
92
+6
+7% +$1.65K 0.01% 164
2024
Q1 		$24K Hold
86
– – 0.01% 164
2023
Q4 		$22.4K Sell
86
-11
-11% -$2.71K 0.01% 153
2023
Q3 		$22.3K Buy
97
+30
+45% +$7.21K 0.01% 138
2023
Q2 		$15.9K Hold
67
– – 0.01% 139
2023
Q1 		$15.1K Buy
67
+6
+10% +$1.33K 0.01% 143
2022
Q4 		$12.7K Hold
61
– – 0.01% 147
2022
Q3 		$10.8K Buy
+61
New +$12.4K 0.01% 136

Other funds holding V

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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