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LeClair Wealth Partners’s Visa V Stock Holding History

LeClair 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 		$1M Buy
+2,925
New +$939K 0.52% 42
2026
Q1 		– Sell
-2,980
Closed -$1.05M – 191
2025
Q4 		$1.05M Hold
2,980
– – 0.61% 33
2025
Q3 		$1.02M Sell
2,980
-1,228
-29% -$425K 0.63% 28
2025
Q2 		$1.49M Sell
4,208
-246
-6% -$85.7K 1.01% 25
2025
Q1 		$1.56M Sell
4,454
-389
-8% -$132K 1.12% 22
2024
Q4 		$1.53M Buy
+4,843
New +$1.46M 1.02% 25

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

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

LeClair Wealth Partners opened a new position in Visa (V) in Q2 2026: 2,925 shares worth $1M. The stake represents 0.52% of the portfolio and ranks #42 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in V as recently as Q4 2025.

LeClair Wealth Partners first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.56M in Q1 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • LeClair Wealth Partners held 2,925 shares of Visa worth $1M as of Q2 2026.
  • Visa was a new LeClair Wealth Partners position in Q2 2026.
  • Visa made up 0.52% of LeClair Wealth Partners's portfolio in Q2 2026, its #42 holding.
  • LeClair Wealth Partners first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • LeClair Wealth Partners's Visa position peaked at $1.56M in Q1 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.