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Principle Wealth Partners’s Visa V Stock Holding History

Principle 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 		$11.5M Sell
38,194
-939
-2% -$302K 0.66% 32
2025
Q4 		$13.7M Buy
39,133
+3
+0% +$1.02K 0.77% 26
2025
Q3 		$13.4M Sell
39,130
-307
-0.8% -$106K 0.78% 27
2025
Q2 		$14M Buy
39,437
+1,908
+5% +$665K 0.87% 23
2025
Q1 		$13.2M Sell
37,529
-1,089
-3% -$368K 0.94% 27
2024
Q4 		$12.2M Sell
38,618
-272
-0.7% -$81.8K 0.86% 28
2024
Q3 		$10.7M Buy
38,890
+149
+0.4% +$40.3K 0.76% 31
2024
Q2 		$10.2M Sell
38,741
-370
-0.9% -$101K 0.77% 30
2024
Q1 		$10.9M Buy
39,111
+852
+2% +$235K 0.85% 28
2023
Q4 		$9.96M Buy
38,259
+187
+0.5% +$46.1K 0.86% 27
2023
Q3 		$8.76M Sell
38,072
-355
-0.9% -$85.3K 0.88% 26
2023
Q2 		$9.13M Sell
38,427
-1,052
-3% -$241K 0.92% 25
2023
Q1 		$8.9M Buy
39,479
+978
+3% +$218K 0.95% 24
2022
Q4 		$8M Buy
38,501
+236
+0.6% +$47.6K 0.91% 22
2022
Q3 		$6.8K Sell
38,265
-672
-2% -$137K 0.64% 26
2022
Q2 		$7.67M Buy
38,937
+1,856
+5% +$384K 0.92% 21
2022
Q1 		$8.22M Sell
37,081
-126
-0.3% -$27.3K 0.86% 23
2021
Q4 		$8.06M Sell
37,207
-3,817
-9% -$819K 0.85% 22
2021
Q3 		$9.14M Sell
41,024
-234
-0.6% -$54.9K 1.06% 20
2021
Q2 		$9.65M Sell
41,258
-191
-0.5% -$43.7K 1.1% 20
2021
Q1 		$8.78M Buy
41,449
+296
+0.7% +$62.3K 1.03% 22
2020
Q4 		$9M Buy
41,153
+7,219
+21% +$1.48M 1.19% 16
2020
Q3 		$6.79M Buy
33,934
+48
+0.1% +$9.59K 1.89% 12
2020
Q2 		$6.55M Sell
33,886
-186
-0.5% -$34K 1.92% 12
2020
Q1 		$5.49M Sell
34,072
-666
-2% -$125K 2.06% 12
2019
Q4 		$6.53M Sell
34,738
-692
-2% -$125K 2.08% 11
2019
Q3 		$6.09M Buy
35,430
+7,954
+29% +$1.42M 2.11% 11
2019
Q2 		$4.77M Buy
27,476
+3,611
+15% +$591K 2.45% 7
2019
Q1 		$3.73M Sell
23,865
-2,833
-11% -$408K 2.13% 9
2018
Q4 		$3.52M Buy
+26,698
New +$3.69M 2.96% 7

Other funds holding V

BlackRock
BlackRock New York $5.72T 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

Principle Wealth Partners's V Position: Q1 2026 in Review

Principle Wealth Partners reduced its Visa (V) stake by 2.4% in Q1 2026, selling an estimated $302K and leaving 38,194 shares worth $11.5M. The position accounts for 0.66% of the portfolio, ranked #32.

Principle Wealth Partners first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $14M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Principle Wealth Partners held 38,194 shares of Visa worth $11.5M as of Q1 2026.
  • Principle Wealth Partners sold 939 Visa shares in Q1 2026, an estimated $302K.
  • Visa made up 0.66% of Principle Wealth Partners's portfolio in Q1 2026, its #32 holding.
  • Principle Wealth Partners first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's Visa position peaked at $14M in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.