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Ridgecrest Wealth Partners’s Visa V Stock Holding History

Ridgecrest 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 		$250K Hold
728
– – 0.12% 90
2026
Q1 		$220K Hold
728
– – 0.12% 91
2025
Q4 		$255K Buy
728
+16
+2% +$5.45K 0.14% 86
2025
Q3 		$243K Sell
712
-4
-0.6% -$1.38K 0.11% 103
2025
Q2 		$254K Buy
716
+12
+2% +$4.18K 0.13% 91
2025
Q1 		$247K Hold
704
– – 0.13% 95
2024
Q4 		$222K Buy
+704
New +$212K 0.12% 98

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

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

Ridgecrest Wealth Partners held its Visa (V) position steady in Q2 2026 at 728 shares worth $250K. The position accounts for 0.12% of the portfolio, ranked #90.

Ridgecrest Wealth Partners first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $255K in Q4 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Ridgecrest Wealth Partners held 728 shares of Visa worth $250K as of Q2 2026.
  • Ridgecrest Wealth Partners left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.12% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • Ridgecrest Wealth Partners first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Ridgecrest Wealth Partners's Visa position peaked at $255K in Q4 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.