ORG Wealth Partners’s Visa V Stock Holding History

ORG 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	$1.04M	Sell	3,029 -991	-25%	-$318K	0.16%	76
2026 Q1	$1.22M	Sell	4,020 -462	-10%	-$149K	0.24%	62
2025 Q4	$1.57M	Sell	4,482 -161	-3%	-$54.9K	0.37%	44
2025 Q3	$1.59M	Buy	4,643 +1,251	+37%	+$433K	0.34%	46
2025 Q2	$1.21M	Buy	3,392 +41	+1%	+$14.3K	0.29%	52
2025 Q1	$1.16M	Buy	3,351 +707	+27%	+$239K	0.36%	54
2024 Q4	$836K	Buy	2,644 +236	+10%	+$71K	0.26%	32
2024 Q3	$662K	Buy	+2,408	New	+$651K	0.22%	49

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

ORG Wealth Partners reduced its Visa (V) stake by 25% in Q2 2026, selling an estimated $318K and leaving 3,029 shares worth $1.04M. The position accounts for 0.16% of the portfolio, ranked #76.

ORG Wealth Partners first reported a position in V in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.59M in Q3 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

ORG Wealth Partners held 3,029 shares of Visa worth $1.04M as of Q2 2026.
ORG Wealth Partners sold 991 Visa shares in Q2 2026, an estimated $318K.
Visa made up 0.16% of ORG Wealth Partners's portfolio in Q2 2026, its #76 holding.
ORG Wealth Partners first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Visa position peaked at $1.59M in Q3 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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