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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Impact Partnership Wealth's V Position: Q1 2026 in Review

Impact Partnership Wealth increased its Visa (V) stake by 20% in Q1 2026, buying an estimated $42.1K and bringing the position to 797 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #315.

Impact Partnership Wealth first reported a position in V in Q2 2023 and has held it in 11 quarters since. The position peaked at $328K in Q4 2024. 4,449 funds tracked by Wall St. Rank hold V as of Q1 2026.

Impact Partnership Wealth held 797 shares of Visa worth $241K as of Q1 2026.
Impact Partnership Wealth bought 131 Visa shares in Q1 2026, an estimated $42.1K.
Visa made up 0.03% of Impact Partnership Wealth's portfolio in Q1 2026, its #315 holding.
Impact Partnership Wealth first reported a position in Visa in Q2 2023 and has held it in 11 quarters since.
Impact Partnership Wealth's Visa position peaked at $328K in Q4 2024.
4,449 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.