Principle Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.2M | Buy |
38,387
+193
| +0.5% | +$62K | 0.65% | 35 |
|
|
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 | $10M | 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 | $6.8M | 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 | $9.6M | 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% | +$9.6K | 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
Principle Wealth Partners's V Position: Q2 2026 in Review
Principle Wealth Partners increased its Visa (V) stake by 0.51% in Q2 2026, buying an estimated $62K and bringing the position to 38,387 shares worth $13.2M. The position accounts for 0.65% of the portfolio, ranked #35.
Principle Wealth Partners first reported a position in V in Q4 2018 and has held it in 31 quarters since. The position peaked at $14M in Q2 2025. 4,602 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Principle Wealth Partners held 38,387 shares of Visa worth $13.2M as of Q2 2026.
- Principle Wealth Partners bought 193 Visa shares in Q2 2026, an estimated $62K.
- Visa made up 0.65% of Principle Wealth Partners's portfolio in Q2 2026, its #35 holding.
- Principle Wealth Partners first reported a position in Visa in Q4 2018 and has held it in 31 quarters since.
- Principle Wealth Partners's Visa position peaked at $14M in Q2 2025.
- 4,602 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.