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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
Q2 		$585K Buy
1,704
+157
+10% +$50.4K 0.1% 135
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 $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

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

Precedent Wealth Partners increased its Visa (V) stake by 10% in Q2 2026, buying an estimated $50.4K and bringing the position to 1,704 shares worth $585K. The position accounts for 0.1% of the portfolio, ranked #135.

Precedent Wealth Partners first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Precedent Wealth Partners held 1,704 shares of Visa worth $585K as of Q2 2026.
  • Precedent Wealth Partners bought 157 Visa shares in Q2 2026, an estimated $50.4K.
  • Visa made up 0.1% of Precedent Wealth Partners's portfolio in Q2 2026, its #135 holding.
  • Precedent Wealth Partners first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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