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Patrick M. Sweeney & Associates’s Visa V Stock Holding History

Patrick M. Sweeney & Associates’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 		$2.43M Buy
7,079
+20
+0.3% +$6.42K 1.39% 15
2026
Q1 		$2.13M Sell
7,059
-5
-0.1% -$1.61K 1.37% 17
2025
Q4 		$2.48M Buy
7,064
+16
+0.2% +$5.45K 1.55% 13
2025
Q3 		$2.41M Hold
7,048
– – 1.56% 12
2025
Q2 		$2.53M Buy
7,048
+33
+0.5% +$11.5K 1.74% 12
2025
Q1 		$2.46M Hold
7,015
– – 1.84% 10
2024
Q4 		$2.22M Hold
7,015
– – 1.66% 13
2024
Q3 		$1.93M Buy
7,015
+113
+2% +$30.6K 1.42% 15
2024
Q2 		$1.8M Buy
6,902
+116
+2% +$31.8K 1.46% 15
2024
Q1 		$1.89M Buy
6,786
+58
+0.9% +$16K 1.56% 13
2023
Q4 		$1.75M Buy
+6,728
New +$1.66M 1.6% 11

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

Patrick M. Sweeney & Associates's V Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Visa (V) stake by 0.28% in Q2 2026, buying an estimated $6.42K and bringing the position to 7,079 shares worth $2.43M. The position accounts for 1.39% of the portfolio, ranked #15.

Patrick M. Sweeney & Associates first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.53M in Q2 2025. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Patrick M. Sweeney & Associates held 7,079 shares of Visa worth $2.43M as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 20 Visa shares in Q2 2026, an estimated $6.42K.
  • Visa made up 1.39% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #15 holding.
  • Patrick M. Sweeney & Associates first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Patrick M. Sweeney & Associates's Visa position peaked at $2.53M in Q2 2025.
  • 4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.