Revolve Wealth Partners’s Visa V Stock Holding History

Revolve 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	$412K	Buy	+1,200	New	+$385K	0.04%	221
2024 Q4	–	Sell	-1,900	Closed	-$522K	–	230
2024 Q3	$522K	Hold	1,900	–	–	0.08%	115
2024 Q2	$499K	Hold	1,900	–	–	0.08%	107
2024 Q1	$530K	Hold	1,900	–	–	0.09%	100
2023 Q4	$495K	Sell	1,900 -5,100	-73%	-$1.26M	0.1%	94
2023 Q3	$1.61M	Buy	7,000 +6,300	+900%	+$1.51M	0.37%	52
2023 Q2	$166K	Hold	700	–	–	0.04%	146
2023 Q1	$158K	Hold	700	–	–	0.04%	139
2022 Q4	$145K	Hold	700	–	–	0.04%	143
2022 Q3	$124K	Hold	700	–	–	0.04%	130
2022 Q2	$138K	Hold	700	–	–	0.05%	138
2022 Q1	$155K	Hold	700	–	–	0.04%	148
2021 Q4	$152K	Buy	+700	New	+$150K	0.04%	148

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Revolve Wealth Partners reduced its Visa (V) stake by 1.1% in Q2 2026, selling an estimated $41.1K and leaving 11,556 shares worth $3.96M. The position accounts for 0.41% of the portfolio, ranked #42.

Revolve Wealth Partners first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.32M in Q2 2025. 1,959 funds tracked by Wall St. Rank hold V as of Q2 2026.

Revolve Wealth Partners held 11,556 shares of Visa worth $3.96M as of Q2 2026.
Revolve Wealth Partners sold 128 Visa shares in Q2 2026, an estimated $41.1K.
Visa made up 0.41% of Revolve Wealth Partners's portfolio in Q2 2026, its #42 holding.
Revolve Wealth Partners first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
Revolve Wealth Partners's Visa position peaked at $4.32M in Q2 2025.
1,959 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.