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Madison Wealth Partners’s Visa V Stock Holding History

Madison 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 		$1.14M Sell
3,772
-33
-0.9% -$10.6K 0.18% 57
2025
Q4 		$1.33M Buy
3,805
+182
+5% +$62K 0.24% 50
2025
Q3 		$1.24M Buy
3,623
+2
+0.1% +$692 0.24% 47
2025
Q2 		$1.29M Buy
3,621
+22
+0.6% +$7.67K 0.28% 44
2025
Q1 		$1.26M Buy
3,599
+44
+1% +$14.9K 0.31% 40
2024
Q4 		$1.12M Sell
3,555
-24
-0.7% -$7.22K 0.31% 43
2024
Q3 		$984K Buy
3,579
+727
+25% +$197K 0.29% 50
2024
Q2 		$749K Hold
2,852
– – 0.26% 52
2024
Q1 		$796K Sell
2,852
-68
-2% -$18.8K 0.29% 46
2023
Q4 		$760K Buy
2,920
+2
+0.1% +$493 0.3% 41
2023
Q3 		$671K Buy
2,918
+19
+0.7% +$4.57K 0.34% 36
2023
Q2 		$689K Hold
2,899
– – 0.32% 36
2023
Q1 		$654K Sell
2,899
-223
-7% -$49.6K 0.33% 35
2022
Q4 		$649K Buy
3,122
+25
+0.8% +$5.04K 0.38% 31
2022
Q3 		$550K Buy
3,097
+58
+2% +$11.8K 0.36% 33
2022
Q2 		$598K Buy
3,039
+201
+7% +$41.5K 0.38% 33
2022
Q1 		$629K Sell
2,838
-123
-4% -$26.6K 0.35% 30
2021
Q4 		$642K Sell
2,961
-192
-6% -$41.2K 0.32% 28
2021
Q3 		$702K Buy
3,153
+174
+6% +$40.8K 0.4% 27
2021
Q2 		$697K Buy
2,979
+610
+26% +$139K 0.4% 26
2021
Q1 		$518K Hold
2,369
– – 0.36% 24
2020
Q4 		$518K Buy
+2,369
New +$485K 0.35% 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

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

Madison Wealth Partners reduced its Visa (V) stake by 0.87% in Q1 2026, selling an estimated $10.6K and leaving 3,772 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #57.

Madison Wealth Partners first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.33M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Madison Wealth Partners held 3,772 shares of Visa worth $1.14M as of Q1 2026.
  • Madison Wealth Partners sold 33 Visa shares in Q1 2026, an estimated $10.6K.
  • Visa made up 0.18% of Madison Wealth Partners's portfolio in Q1 2026, its #57 holding.
  • Madison Wealth Partners first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • Madison Wealth Partners's Visa position peaked at $1.33M in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.