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McCarter Private Wealth Services’s Visa V Stock Holding History

McCarter Private Wealth Services’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 		$1.31M Sell
3,831
-841
-18% -$270K 0.45% 64
2026
Q1 		$1.41M Buy
4,672
+532
+13% +$171K 0.61% 50
2025
Q4 		$1.45M Buy
4,140
+53
+1% +$18.1K 0.65% 42
2025
Q3 		$1.4M Buy
4,087
+35
+0.9% +$12.1K 0.71% 38
2025
Q2 		$1.44M Sell
4,052
-204
-5% -$71.1K 0.82% 36
2025
Q1 		$1.49M Buy
4,256
+55
+1% +$18.6K 0.98% 31
2024
Q4 		$1.33M Buy
4,201
+212
+5% +$63.7K 0.84% 32
2024
Q3 		$1.1M Buy
+3,989
New +$1.08M 0.69% 38

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

McCarter Private Wealth Services's V Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Visa (V) stake by 18% in Q2 2026, selling an estimated $270K and leaving 3,831 shares worth $1.31M. The position accounts for 0.45% of the portfolio, ranked #64.

McCarter Private Wealth Services first reported a position in V in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q1 2025. 4,570 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • McCarter Private Wealth Services held 3,831 shares of Visa worth $1.31M as of Q2 2026.
  • McCarter Private Wealth Services sold 841 Visa shares in Q2 2026, an estimated $270K.
  • Visa made up 0.45% of McCarter Private Wealth Services's portfolio in Q2 2026, its #64 holding.
  • McCarter Private Wealth Services first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
  • McCarter Private Wealth Services's Visa position peaked at $1.49M in Q1 2025.
  • 4,570 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.