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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 $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

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

Private Wealth Partners reduced its Visa (V) stake by 0.17% in Q1 2026, selling an estimated $73.6K and leaving 138,366 shares worth $41.8M. The position accounts for 3.22% of the portfolio, ranked #8.

Private Wealth Partners first reported a position in V in Q3 2013 and has held it in 48 quarters since. The position peaked at $56.8M in Q1 2024. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Private Wealth Partners held 138,366 shares of Visa worth $41.8M as of Q1 2026.
  • Private Wealth Partners sold 229 Visa shares in Q1 2026, an estimated $73.6K.
  • Visa made up 3.22% of Private Wealth Partners's portfolio in Q1 2026, its #8 holding.
  • Private Wealth Partners first reported a position in Visa in Q3 2013 and has held it in 48 quarters since.
  • Private Wealth Partners's Visa position peaked at $56.8M in Q1 2024.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.