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Parkwoods Wealth Partners’s Visa V Stock Holding History

Parkwoods 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 		$578K Buy
1,686
+388
+30% +$125K 0.09% 93
2026
Q1 		$392K Sell
1,298
-86
-6% -$27.7K 0.1% 71
2025
Q4 		$485K Sell
1,384
-4
-0.3% -$1.36K 0.14% 62
2025
Q3 		$474K Buy
1,388
+96
+7% +$33.2K 0.16% 55
2025
Q2 		$459K Buy
1,292
+277
+27% +$96.5K 0.26% 37
2025
Q1 		$356K Hold
1,015
– – 0.24% 31
2024
Q4 		$321K Hold
1,015
– – 0.26% 17
2024
Q3 		$279K Buy
+1,015
New +$274K 0.23% 18

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

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

Parkwoods Wealth Partners increased its Visa (V) stake by 30% in Q2 2026, buying an estimated $125K and bringing the position to 1,686 shares worth $578K. The position accounts for 0.09% of the portfolio, ranked #93.

Parkwoods Wealth Partners first reported a position in V in Q3 2024 and has held it in 8 quarters since. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Parkwoods Wealth Partners held 1,686 shares of Visa worth $578K as of Q2 2026.
  • Parkwoods Wealth Partners bought 388 Visa shares in Q2 2026, an estimated $125K.
  • Visa made up 0.09% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #93 holding.
  • Parkwoods Wealth Partners first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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