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Morey & Quinn Wealth Partners’s Visa V Stock Holding History

Morey & Quinn 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 		$589K Hold
1,717
– – 0.38% 63
2026
Q1 		$519K Buy
1,717
+125
+8% +$40.2K 0.37% 68
2025
Q4 		$558K Hold
1,592
– – 0.4% 61
2025
Q3 		$543K Hold
1,592
– – 0.4% 62
2025
Q2 		$565K Hold
1,592
– – 0.45% 53
2025
Q1 		$558K Buy
1,592
+35
+2% +$11.8K 0.46% 52
2024
Q4 		$492K Buy
+1,557
New +$468K 0.42% 61

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

Morey & Quinn Wealth Partners's V Position: Q2 2026 in Review

Morey & Quinn Wealth Partners held its Visa (V) position steady in Q2 2026 at 1,717 shares worth $589K. The position accounts for 0.38% of the portfolio, ranked #63.

Morey & Quinn Wealth Partners first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Morey & Quinn Wealth Partners held 1,717 shares of Visa worth $589K as of Q2 2026.
  • Morey & Quinn Wealth Partners left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.38% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • Morey & Quinn Wealth Partners first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.