RP
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Riverwater Partners’s Visa V Stock Holding History

Riverwater 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 		$895K Sell
2,608
-2,194
-46% -$704K 0.27% 98
2026
Q1 		$1.45M Sell
4,802
-146
-3% -$46.9K 0.48% 73
2025
Q4 		$1.74M Sell
4,948
-178
-3% -$60.6K 0.67% 46
2025
Q3 		$1.75M Buy
5,126
+1,505
+42% +$521K 0.73% 42
2025
Q2 		$1.29M Buy
3,621
+151
+4% +$52.6K 0.61% 55
2025
Q1 		$1.22M Sell
3,470
-341
-9% -$115K 0.62% 58
2024
Q4 		$1.2M Sell
3,811
-166
-4% -$49.9K 0.59% 52
2024
Q3 		$1.1M Buy
3,977
+539
+16% +$146K 0.55% 54
2024
Q2 		$902K Buy
3,438
+50
+1% +$13.7K 0.67% 37
2024
Q1 		$946K Buy
3,388
+364
+12% +$100K 0.7% 35
2023
Q4 		$787K Sell
3,024
-6
-0.2% -$1.48K 0.62% 43
2023
Q3 		$697K Sell
3,030
-320
-10% -$76.9K 0.63% 41
2023
Q2 		$796K Hold
3,350
– – 0.7% 38
2023
Q1 		$755K Sell
3,350
-115
-3% -$25.6K 0.69% 41
2022
Q4 		$720K Buy
3,465
+37
+1% +$7.46K 0.61% 46
2022
Q3 		$609K Buy
3,428
+100
+3% +$20.3K 0.61% 53
2022
Q2 		$655K Buy
+3,328
New +$688K 0.66% 43
2022
Q1 		– Sell
-3,388
Closed -$734K – 208
2021
Q4 		$734K Buy
+3,388
New +$727K 0.65% 47

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

Riverwater Partners's V Position: Q2 2026 in Review

Riverwater Partners reduced its Visa (V) stake by 46% in Q2 2026, selling an estimated $704K and leaving 2,608 shares worth $895K. The position accounts for 0.27% of the portfolio, ranked #98.

Riverwater Partners first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.75M in Q3 2025. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Riverwater Partners held 2,608 shares of Visa worth $895K as of Q2 2026.
  • Riverwater Partners sold 2,194 Visa shares in Q2 2026, an estimated $704K.
  • Visa made up 0.27% of Riverwater Partners's portfolio in Q2 2026, its #98 holding.
  • Riverwater Partners first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Riverwater Partners's Visa position peaked at $1.75M in Q3 2025.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.