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Petros Family Wealth’s Visa V Stock Holding History

Petros Family Wealth’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 		$424K Sell
1,236
-75
-6% -$24.1K 0.26% 78
2026
Q1 		$396K Sell
1,311
-770
-37% -$248K 0.28% 76
2025
Q4 		$730K Buy
2,081
+873
+72% +$297K 0.49% 55
2025
Q3 		$412K Sell
1,208
-18
-1% -$6.23K 0.35% 79
2025
Q2 		$435K Buy
1,226
+62
+5% +$21.6K 0.4% 72
2025
Q1 		$408K Buy
1,164
+52
+5% +$17.6K 0.45% 65
2024
Q4 		$351K Buy
+1,112
New +$334K 0.38% 74

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

Petros Family Wealth's V Position: Q2 2026 in Review

Petros Family Wealth reduced its Visa (V) stake by 5.7% in Q2 2026, selling an estimated $24.1K and leaving 1,236 shares worth $424K. The position accounts for 0.26% of the portfolio, ranked #78.

Petros Family Wealth first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $730K in Q4 2025. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Petros Family Wealth held 1,236 shares of Visa worth $424K as of Q2 2026.
  • Petros Family Wealth sold 75 Visa shares in Q2 2026, an estimated $24.1K.
  • Visa made up 0.26% of Petros Family Wealth's portfolio in Q2 2026, its #78 holding.
  • Petros Family Wealth first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Petros Family Wealth's Visa position peaked at $730K in Q4 2025.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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