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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
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 $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

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

LeClair Wealth Partners sold out of Visa (V) in Q1 2026, closing a stake of 2,980 shares — an estimated $1.05M sold.

LeClair Wealth Partners first reported a position in V in Q4 2024 and held it in 5 quarters. The position peaked at $1.56M in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • LeClair Wealth Partners reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 2,980 Visa shares in Q1 2026, an estimated $1.05M.
  • LeClair Wealth Partners first reported a position in Visa in Q4 2024 and held it in 5 quarters.
  • LeClair Wealth Partners's Visa position peaked at $1.56M in Q1 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.