PWP
V icon

Precedent Wealth Partners’s Visa V Stock Holding History

Precedent 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 		$468K Sell
1,547
-81
-5% -$26K 0.09% 130
2025
Q4 		$571K Buy
1,628
+27
+2% +$9.2K 0.12% 124
2025
Q3 		$546K Buy
1,601
+13
+0.8% +$4.5K 0.12% 122
2025
Q2 		$564K Buy
1,588
+111
+8% +$38.7K 0.14% 119
2025
Q1 		$518K Buy
1,477
+185
+14% +$62.6K 0.14% 120
2024
Q4 		$408K Sell
1,292
-141
-10% -$42.4K 0.13% 123
2024
Q3 		$394K Sell
1,433
-28
-2% -$7.57K 0.13% 117
2024
Q2 		$384K Buy
1,461
+8
+0.6% +$2.19K 0.15% 109
2024
Q1 		$406K Hold
1,453
– – 0.17% 104
2023
Q4 		$378K Buy
+1,453
New +$358K 0.19% 99

Other funds holding V

BlackRock
BlackRock New York $5.7T 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