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Quotient Wealth Partners’s Visa V Stock Holding History

Quotient 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 		$3.22M Buy
9,382
+708
+8% +$227K 0.08% 69
2026
Q1 		$2.62M Sell
8,674
-667
-7% -$214K 0.07% 72
2025
Q4 		$3.28M Sell
9,341
-263
-3% -$89.6K 0.09% 61
2025
Q3 		$3.28M Sell
9,604
-817
-8% -$283K 0.09% 57
2025
Q2 		$3.7M Buy
10,421
+123
+1% +$42.9K 0.11% 55
2025
Q1 		$3.61M Buy
10,298
+78
+0.8% +$26.4K 0.12% 49
2024
Q4 		$3.23M Sell
10,220
-290
-3% -$87.2K 0.11% 53
2024
Q3 		$2.89M Sell
10,510
-949
-8% -$257K 0.1% 51
2024
Q2 		$3.01M Sell
11,459
-4,418
-28% -$1.21M 0.11% 49
2024
Q1 		$4.43M Sell
15,877
-5,986
-27% -$1.65M 0.16% 44
2023
Q4 		$5.69M Buy
+21,863
New +$5.39M 0.22% 42

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

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

Quotient Wealth Partners increased its Visa (V) stake by 8.2% in Q2 2026, buying an estimated $227K and bringing the position to 9,382 shares worth $3.22M. The position accounts for 0.08% of the portfolio, ranked #69.

Quotient Wealth Partners first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.69M in Q4 2023. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Quotient Wealth Partners held 9,382 shares of Visa worth $3.22M as of Q2 2026.
  • Quotient Wealth Partners bought 708 Visa shares in Q2 2026, an estimated $227K.
  • Visa made up 0.08% of Quotient Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Quotient Wealth Partners first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Visa position peaked at $5.69M in Q4 2023.
  • 4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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