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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

McCarter Private Wealth Services's V Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Visa (V) stake by 13% in Q1 2026, buying an estimated $171K and bringing the position to 4,672 shares worth $1.41M. The position accounts for 0.61% of the portfolio, ranked #50.

McCarter Private Wealth Services first reported a position in V in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

McCarter Private Wealth Services held 4,672 shares of Visa worth $1.41M as of Q1 2026.
McCarter Private Wealth Services bought 532 Visa shares in Q1 2026, an estimated $171K.
Visa made up 0.61% of McCarter Private Wealth Services's portfolio in Q1 2026, its #50 holding.
McCarter Private Wealth Services first reported a position in Visa in Q3 2024 and has held it in 7 quarters since.
McCarter Private Wealth Services's Visa position peaked at $1.49M in Q1 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.