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Impact Partnership Wealth’s Visa V Stock Holding History

Impact Partnership Wealth’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 		$229K Sell
668
-129
-16% -$41.4K 0.02% 393
2026
Q1 		$241K Buy
797
+131
+20% +$42.1K 0.03% 315
2025
Q4 		$234K Buy
666
+15
+2% +$5.11K 0.03% 319
2025
Q3 		$222K Buy
651
+22
+3% +$7.61K 0.03% 282
2025
Q2 		$223K Buy
+629
New +$219K 0.04% 262
2025
Q1 		– Sell
-1,038
Closed -$328K – 345
2024
Q4 		$328K Buy
1,038
+182
+21% +$54.7K 0.07% 191
2024
Q3 		$235K Sell
856
-52
-6% -$14.1K 0.05% 213
2024
Q2 		$238K Buy
908
+593
+188% +$163K 0.06% 185
2024
Q1 		$87.9K Sell
315
-5
-2% -$1.38K 0.03% 274
2023
Q4 		$83.3K Sell
320
-232
-42% -$57.2K 0.03% 274
2023
Q3 		$127K Sell
552
-150
-21% -$36.1K 0.04% 272
2023
Q2 		$167K Buy
+702
New +$161K 0.06% 155

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

Impact Partnership Wealth's V Position: Q2 2026 in Review

Impact Partnership Wealth reduced its Visa (V) stake by 16% in Q2 2026, selling an estimated $41.4K and leaving 668 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #393.

Impact Partnership Wealth first reported a position in V in Q2 2023 and has held it in 12 quarters since. The position peaked at $328K in Q4 2024. 4,585 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Impact Partnership Wealth held 668 shares of Visa worth $229K as of Q2 2026.
  • Impact Partnership Wealth sold 129 Visa shares in Q2 2026, an estimated $41.4K.
  • Visa made up 0.02% of Impact Partnership Wealth's portfolio in Q2 2026, its #393 holding.
  • Impact Partnership Wealth first reported a position in Visa in Q2 2023 and has held it in 12 quarters since.
  • Impact Partnership Wealth's Visa position peaked at $328K in Q4 2024.
  • 4,585 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.