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IAG Wealth Partners’s Visa V Stock Holding History

IAG 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 		$128K Hold
425
– – 0.01% 153
2025
Q4 		$149K Sell
425
-70
-14% -$23.8K 0.02% 131
2025
Q3 		$169K Buy
495
+99
+25% +$34.3K 0.02% 126
2025
Q2 		$141K Sell
396
-43
-10% -$15K 0.02% 127
2025
Q1 		$154K Hold
439
– – 0.02% 119
2024
Q4 		$139K Buy
439
+89
+25% +$26.8K 0.02% 113
2024
Q3 		$96.2K Buy
350
+26
+8% +$7.03K 0.02% 131
2024
Q2 		$85K Sell
324
-64
-16% -$17.5K 0.02% 133
2024
Q1 		$108K Buy
388
+25
+7% +$6.9K 0.02% 115
2023
Q4 		$94.5K Sell
363
-37
-9% -$9.12K 0.02% 110
2023
Q3 		$92K Buy
400
+20
+5% +$4.81K 0.03% 107
2023
Q2 		$90.2K Sell
380
-50
-12% -$11.4K 0.02% 120
2023
Q1 		$96.9K Buy
430
+50
+13% +$11.1K 0.03% 105
2022
Q4 		$78.9K Hold
380
– – 0.02% 107
2022
Q3 		$68K Buy
380
+139
+58% +$28.3K 0.02% 106
2022
Q2 		$47K Sell
241
-5
-2% -$1.03K 0.02% 133
2022
Q1 		$55K Buy
246
+54
+28% +$11.7K 0.02% 129
2021
Q4 		$42K Hold
192
– – 0.01% 152
2021
Q3 		$43K Buy
192
+7
+4% +$1.64K 0.02% 135
2021
Q2 		$44K Hold
185
– – 0.02% 130
2021
Q1 		$40K Hold
185
– – 0.02% 128
2020
Q4 		$41K Sell
185
-10
-5% -$2.05K 0.02% 120
2020
Q3 		$39K Hold
195
– – 0.02% 117
2020
Q2 		$38K Hold
195
– – 0.02% 118
2020
Q1 		$32K Hold
195
– – 0.02% 120
2019
Q4 		$37K Buy
+195
New +$35.1K 0.02% 127

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

IAG Wealth Partners's V Position: Q1 2026 in Review

IAG Wealth Partners held its Visa (V) position steady in Q1 2026 at 425 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #153.

IAG Wealth Partners first reported a position in V in Q4 2019 and has held it in 26 quarters since. The position peaked at $169K in Q3 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • IAG Wealth Partners held 425 shares of Visa worth $128K as of Q1 2026.
  • IAG Wealth Partners left its Visa share count unchanged in Q1 2026.
  • Visa made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #153 holding.
  • IAG Wealth Partners first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Visa position peaked at $169K in Q3 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.