PWP
V icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Parkwoods Wealth Partners's V Position: Q1 2026 in Review

Parkwoods Wealth Partners reduced its Visa (V) stake by 6.2% in Q1 2026, selling an estimated $27.7K and leaving 1,298 shares worth $392K. The position accounts for 0.1% of the portfolio, ranked #71.

Parkwoods Wealth Partners first reported a position in V in Q3 2024 and has held it in 7 quarters since. The position peaked at $485K in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Parkwoods Wealth Partners held 1,298 shares of Visa worth $392K as of Q1 2026.
  • Parkwoods Wealth Partners sold 86 Visa shares in Q1 2026, an estimated $27.7K.
  • Visa made up 0.1% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #71 holding.
  • Parkwoods Wealth Partners first reported a position in Visa in Q3 2024 and has held it in 7 quarters since.
  • Parkwoods Wealth Partners's Visa position peaked at $485K in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.