MFWP
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Mosaic Family Wealth Partners’s Visa V Stock Holding History

Mosaic Family 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
Q1 		$888K Buy
2,939
+1,246
+74% +$401K 0.09% 122
2025
Q4 		$594K Sell
1,693
-69
-4% -$23.5K 0.07% 137
2025
Q3 		$599K Sell
1,762
-212
-11% -$73.4K 0.07% 126
2025
Q2 		$701K Sell
1,974
-159
-7% -$55.4K 0.09% 104
2025
Q1 		$748K Buy
2,133
+289
+16% +$97.8K 0.11% 99
2024
Q4 		$583K Buy
1,844
+321
+21% +$96.5K 0.08% 112
2024
Q3 		$419K Buy
1,523
+29
+2% +$7.84K 0.06% 133
2024
Q2 		$392K Sell
1,494
-1,460
-49% -$400K 0.06% 135
2024
Q1 		$824K Buy
2,954
+655
+28% +$181K 0.14% 87
2023
Q4 		$598K Buy
2,299
+834
+57% +$206K 0.1% 101
2023
Q3 		$337K Hold
1,465
– – 0.07% 131
2023
Q2 		$348K Sell
1,465
-1
-0.1% -$229 0.07% 127
2023
Q1 		$330K Sell
1,466
-14
-0.9% -$3.12K 0.07% 131
2022
Q4 		$308K Buy
+1,480
New +$298K 0.09% 136

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mosaic Family Wealth Partners's V Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Visa (V) stake by 74% in Q1 2026, buying an estimated $401K and bringing the position to 2,939 shares worth $888K. The position accounts for 0.09% of the portfolio, ranked #122.

Mosaic Family Wealth Partners first reported a position in V in Q4 2022 and has held it in 14 quarters since. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Mosaic Family Wealth Partners held 2,939 shares of Visa worth $888K as of Q1 2026.
  • Mosaic Family Wealth Partners bought 1,246 Visa shares in Q1 2026, an estimated $401K.
  • Visa made up 0.09% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #122 holding.
  • Mosaic Family Wealth Partners first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.