PWM
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Partners Wealth Management’s Visa V Stock Holding History

Partners Wealth Management’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 		$254K Sell
741
-58
-7% -$18.6K 0.25% 85
2026
Q1 		$242K Sell
799
-95
-11% -$30.5K 0.25% 92
2025
Q4 		$314K Sell
894
-36
-4% -$12.3K 0.33% 77
2025
Q3 		$318K Buy
930
+128
+16% +$44.3K 0.31% 87
2025
Q2 		$278K Hold
802
– – 0.32% 87
2025
Q1 		$281K Buy
802
+46
+6% +$15.6K 0.32% 85
2024
Q4 		$239K Buy
+756
New +$227K 0.27% 92

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

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

Partners Wealth Management reduced its Visa (V) stake by 7.3% in Q2 2026, selling an estimated $18.6K and leaving 741 shares worth $254K. The position accounts for 0.25% of the portfolio, ranked #85.

Partners Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $318K in Q3 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Partners Wealth Management held 741 shares of Visa worth $254K as of Q2 2026.
  • Partners Wealth Management sold 58 Visa shares in Q2 2026, an estimated $18.6K.
  • Visa made up 0.25% of Partners Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Partners Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Partners Wealth Management's Visa position peaked at $318K in Q3 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.