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Narus Financial Partners’s Visa V Stock Holding History

Narus Financial 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 		$722K Sell
2,103
-113
-5% -$36.3K 0.19% 84
2026
Q1 		$670K Buy
2,216
+353
+19% +$114K 0.18% 83
2025
Q4 		$653K Sell
1,863
-32
-2% -$10.9K 0.18% 79
2025
Q3 		$647K Buy
1,895
+186
+11% +$64.4K 0.18% 82
2025
Q2 		$607K Sell
1,709
-79
-4% -$27.5K 0.19% 76
2025
Q1 		$626K Buy
1,788
+145
+9% +$49.1K 0.21% 69
2024
Q4 		$519K Buy
1,643
+573
+54% +$172K 0.18% 76
2024
Q3 		$294K Buy
1,070
+157
+17% +$42.4K 0.11% 117
2024
Q2 		$240K Buy
913
+147
+19% +$40.3K 0.1% 125
2024
Q1 		$214K Sell
766
-43
-5% -$11.9K 0.09% 134
2023
Q4 		$210K Buy
+809
New +$199K 0.1% 130
2023
Q1 		– Sell
-1,201
Closed -$250K – 120
2022
Q4 		$250K Sell
1,201
-101
-8% -$20.4K 0.14% 97
2022
Q3 		$231K Sell
1,302
-176
-12% -$35.8K 0.15% 100
2022
Q2 		$291K Sell
1,478
-27
-2% -$5.58K 0.19% 78
2022
Q1 		$334K Buy
+1,505
New +$326K 0.19% 74
2021
Q1 		$280K Buy
+1,322
New +$278K 0.17% 73

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

Narus Financial Partners's V Position: Q2 2026 in Review

Narus Financial Partners reduced its Visa (V) stake by 5.1% in Q2 2026, selling an estimated $36.3K and leaving 2,103 shares worth $722K. The position accounts for 0.19% of the portfolio, ranked #84.

Narus Financial Partners first reported a position in V in Q1 2021 and has held it in 16 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Narus Financial Partners held 2,103 shares of Visa worth $722K as of Q2 2026.
  • Narus Financial Partners sold 113 Visa shares in Q2 2026, an estimated $36.3K.
  • Visa made up 0.19% of Narus Financial Partners's portfolio in Q2 2026, its #84 holding.
  • Narus Financial Partners first reported a position in Visa in Q1 2021 and has held it in 16 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.