NWP
V icon

NerdWallet Wealth Partners’s Visa V Stock Holding History

NerdWallet 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 		$239K Buy
695
+30
+5% +$9.63K 0.08% 59
2026
Q1 		$201K Hold
665
– – 0.09% 59
2025
Q4 		$233K Sell
665
-5
-0.7% -$1.7K 0.1% 56
2025
Q3 		$229K Buy
+670
New +$232K 0.11% 56

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

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

NerdWallet Wealth Partners increased its Visa (V) stake by 4.5% in Q2 2026, buying an estimated $9.63K and bringing the position to 695 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #59.

NerdWallet Wealth Partners first reported a position in V in Q3 2025 and has held it in 4 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • NerdWallet Wealth Partners held 695 shares of Visa worth $239K as of Q2 2026.
  • NerdWallet Wealth Partners bought 30 Visa shares in Q2 2026, an estimated $9.63K.
  • Visa made up 0.08% of NerdWallet Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • NerdWallet Wealth Partners first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.