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Private Wealth Partners’s Visa V Stock Holding History

Private 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
2025
Q3 		– Sell
-1,800
Closed -$279 – 183
2025
Q2 		$279 Buy
+1,800
New +$627K ﹤0.01% 173

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

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

Private Wealth Partners reduced its Visa (V) stake by 2.7% in Q2 2026, selling an estimated $1.18M and leaving 134,690 shares worth $46.2M. The position accounts for 3.29% of the portfolio, ranked #8.

Private Wealth Partners first reported a position in V in Q3 2013 and has held it in 49 quarters since. The position peaked at $56.8M in Q1 2024. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Private Wealth Partners held 134,690 shares of Visa worth $46.2M as of Q2 2026.
  • Private Wealth Partners sold 3,676 Visa shares in Q2 2026, an estimated $1.18M.
  • Visa made up 3.29% of Private Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Private Wealth Partners first reported a position in Visa in Q3 2013 and has held it in 49 quarters since.
  • Private Wealth Partners's Visa position peaked at $56.8M in Q1 2024.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.