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Meridian Wealth Partners’s Visa V Stock Holding History

Meridian 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 		$492K Buy
1,435
+81
+6% +$26K 0.06% 69
2026
Q1 		$409K Sell
1,354
-8
-0.6% -$2.57K 0.06% 73
2025
Q4 		$478K Sell
1,362
-41
-3% -$14K 0.07% 64
2025
Q3 		$479K Sell
1,403
-85
-6% -$29.4K 0.07% 62
2025
Q2 		$528K Buy
1,488
+76
+5% +$26.5K 0.08% 57
2025
Q1 		$495K Sell
1,412
-95
-6% -$32.1K 0.08% 61
2024
Q4 		$476K Sell
1,507
-38
-2% -$11.4K 0.07% 63
2024
Q3 		$425K Sell
1,545
-48
-3% -$13K 0.07% 68
2024
Q2 		$418K Buy
1,593
+119
+8% +$32.6K 0.07% 64
2024
Q1 		$411K Buy
1,474
+24
+2% +$6.63K 0.07% 63
2023
Q4 		$377K Buy
1,450
+57
+4% +$14K 0.07% 63
2023
Q3 		$320K Buy
1,393
+27
+2% +$6.49K 0.07% 67
2023
Q2 		$324K Buy
1,366
+89
+7% +$20.4K 0.07% 63
2023
Q1 		$288K Buy
1,277
+194
+18% +$43.2K 0.06% 69
2022
Q4 		$225K Buy
+1,083
New +$218K 0.05% 81
2021
Q2 		– Sell
-752
Closed -$159K – 1211
2021
Q1 		$159K Buy
752
+34
+5% +$7.16K 0.05% 79
2020
Q4 		$157K Buy
718
+133
+23% +$27.2K 0.06% 72
2020
Q3 		$117K Buy
585
+27
+5% +$5.39K 0.06% 83
2020
Q2 		$108K Sell
558
-12
-2% -$2.19K 0.06% 84
2020
Q1 		$92K Buy
570
+149
+35% +$28.1K 0.05% 90
2019
Q4 		$79K Buy
+421
New +$75.9K 0.05% 108

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

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

Meridian Wealth Partners increased its Visa (V) stake by 6% in Q2 2026, buying an estimated $26K and bringing the position to 1,435 shares worth $492K. The position accounts for 0.06% of the portfolio, ranked #69.

Meridian Wealth Partners first reported a position in V in Q4 2019 and has held it in 21 quarters since. The position peaked at $528K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Meridian Wealth Partners held 1,435 shares of Visa worth $492K as of Q2 2026.
  • Meridian Wealth Partners bought 81 Visa shares in Q2 2026, an estimated $26K.
  • Visa made up 0.06% of Meridian Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Meridian Wealth Partners first reported a position in Visa in Q4 2019 and has held it in 21 quarters since.
  • Meridian Wealth Partners's Visa position peaked at $528K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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