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Premier Path Wealth Partners’s Visa V Stock Holding History

Premier Path 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 		$5.59M Buy
16,294
+1,369
+9% +$440K 0.64% 37
2026
Q1 		$4.51M Buy
14,925
+1,641
+12% +$528K 0.59% 39
2025
Q4 		$4.66M Buy
13,284
+1,711
+15% +$583K 0.6% 37
2025
Q3 		$3.95M Buy
11,573
+377
+3% +$130K 0.51% 40
2025
Q2 		$3.98M Buy
11,196
+430
+4% +$150K 0.55% 38
2025
Q1 		$3.77M Buy
10,766
+78
+0.7% +$26.4K 0.59% 39
2024
Q4 		$3.38M Buy
10,688
+111
+1% +$33.4K 0.51% 42
2024
Q3 		$2.91M Sell
10,577
-124
-1% -$33.5K 0.46% 46
2024
Q2 		$2.81M Sell
10,701
-93
-0.9% -$25.5K 0.48% 45
2024
Q1 		$3.01M Sell
10,794
-286
-3% -$79K 0.57% 35
2023
Q4 		$2.86M Buy
+11,080
New +$2.73M 0.63% 33

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Premier Path Wealth Partners's V Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Visa (V) stake by 9.2% in Q2 2026, buying an estimated $440K and bringing the position to 16,294 shares worth $5.59M. The position accounts for 0.64% of the portfolio, ranked #37.

Premier Path Wealth Partners first reported a position in V in Q4 2023 and has held it in 11 quarters since. 2,032 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Premier Path Wealth Partners held 16,294 shares of Visa worth $5.59M as of Q2 2026.
  • Premier Path Wealth Partners bought 1,369 Visa shares in Q2 2026, an estimated $440K.
  • Visa made up 0.64% of Premier Path Wealth Partners's portfolio in Q2 2026, its #37 holding.
  • Premier Path Wealth Partners first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 2,032 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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