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Innova Wealth Partners’s Visa V Stock Holding History

Innova 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
Q2 		$630K Buy
1,835
+25
+1% +$8.03K 0.26% 74
2026
Q1 		$547K Buy
1,810
+33
+2% +$10.6K 0.26% 69
2025
Q4 		$623K Buy
1,777
+566
+47% +$193K 0.31% 58
2025
Q3 		$414K Buy
1,211
+104
+9% +$36K 0.22% 73
2025
Q2 		$393K Buy
1,107
+64
+6% +$22.3K 0.23% 63
2025
Q1 		$366K Buy
1,043
+59
+6% +$20K 0.23% 64
2024
Q4 		$311K Buy
+984
New +$296K 0.2% 69

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

Innova Wealth Partners's V Position: Q2 2026 in Review

Innova Wealth Partners increased its Visa (V) stake by 1.4% in Q2 2026, buying an estimated $8.03K and bringing the position to 1,835 shares worth $630K. The position accounts for 0.26% of the portfolio, ranked #74.

Innova Wealth Partners first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,579 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Innova Wealth Partners held 1,835 shares of Visa worth $630K as of Q2 2026.
  • Innova Wealth Partners bought 25 Visa shares in Q2 2026, an estimated $8.03K.
  • Visa made up 0.26% of Innova Wealth Partners's portfolio in Q2 2026, its #74 holding.
  • Innova Wealth Partners first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,579 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.