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Perfromance Wealth Partners’s Visa V Stock Holding History

Perfromance 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 		$20.6M Buy
60,132
+1,242
+2% +$399K 0.51% 18
2026
Q1 		$17.8M Buy
58,890
+2,179
+4% +$701K 0.52% 20
2025
Q4 		$19.9M Sell
56,711
-24
-0% -$8.18K 0.54% 18
2025
Q3 		$19.4M Buy
56,735
+236
+0.4% +$81.7K 0.54% 18
2025
Q2 		$20.1M Buy
56,499
+761
+1% +$265K 0.64% 20
2025
Q1 		$19.5M Buy
55,738
+287
+0.5% +$97.1K 0.7% 18
2024
Q4 		$17.5M Sell
55,451
-632
-1% -$190K 0.56% 19
2024
Q3 		$15.4M Buy
56,083
+773
+1% +$209K 0.53% 20
2024
Q2 		$14.5M Sell
55,310
-146,105
-73% -$40M 0.54% 18
2024
Q1 		$56.2M Buy
201,415
+1,305
+0.7% +$360K 2.36% 9
2023
Q4 		$52.1M Sell
200,110
-3,702
-2% -$912K 2.29% 8
2023
Q3 		$46.9M Sell
203,812
-1,804
-0.9% -$434K 2.28% 8
2023
Q2 		$49.2M Sell
205,616
-5,289
-3% -$1.21M 2.26% 9
2023
Q1 		$47.6M Buy
210,905
+1,144
+0.5% +$255K 2.44% 9
2022
Q4 		$43.6M Sell
209,761
-4,347
-2% -$877K 2.62% 9
2022
Q3 		$38M Sell
214,108
-685
-0.3% -$139K 2.2% 9
2022
Q2 		$42.3M Sell
214,793
-1,666
-0.8% -$344K 2.38% 8
2022
Q1 		$48M Sell
216,459
-11,021
-5% -$2.38M 2.09% 8
2021
Q4 		$49.3M Buy
+227,480
New +$48.8M 1.99% 8

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

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

Perfromance Wealth Partners increased its Visa (V) stake by 2.1% in Q2 2026, buying an estimated $399K and bringing the position to 60,132 shares worth $20.6M. The position accounts for 0.51% of the portfolio, ranked #18.

Perfromance Wealth Partners first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $56.2M in Q1 2024. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Perfromance Wealth Partners held 60,132 shares of Visa worth $20.6M as of Q2 2026.
  • Perfromance Wealth Partners bought 1,242 Visa shares in Q2 2026, an estimated $399K.
  • Visa made up 0.51% of Perfromance Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Perfromance Wealth Partners first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Perfromance Wealth Partners's Visa position peaked at $56.2M in Q1 2024.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.