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
Q2 		$3.04M Buy
8,854
+5,915
+201% +$1.9M 0.2% 82
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 $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

Mosaic Family Wealth Partners's V Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Visa (V) stake by 201% in Q2 2026, buying an estimated $1.9M and bringing the position to 8,854 shares worth $3.04M. The position accounts for 0.2% of the portfolio, ranked #82.

Mosaic Family Wealth Partners first reported a position in V in Q4 2022 and has held it in 15 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Mosaic Family Wealth Partners held 8,854 shares of Visa worth $3.04M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 5,915 Visa shares in Q2 2026, an estimated $1.9M.
  • Visa made up 0.2% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #82 holding.
  • Mosaic Family Wealth Partners first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.