MWP
V icon

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
Q2 		$1.45M Buy
4,233
+461
+12% +$148K 0.18% 62
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 $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

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

Madison Wealth Partners increased its Visa (V) stake by 12% in Q2 2026, buying an estimated $148K and bringing the position to 4,233 shares worth $1.45M. The position accounts for 0.18% of the portfolio, ranked #62.

Madison Wealth Partners first reported a position in V in Q4 2020 and has held it in 23 quarters since. 4,585 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Madison Wealth Partners held 4,233 shares of Visa worth $1.45M as of Q2 2026.
  • Madison Wealth Partners bought 461 Visa shares in Q2 2026, an estimated $148K.
  • Visa made up 0.18% of Madison Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Madison Wealth Partners first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • 4,585 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.