SPWG
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Sage Private Wealth Group’s Visa V Stock Holding History

Sage Private Wealth Group’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
Q1 		$806K Buy
2,668
+7
+0.3% +$2.25K 0.41% 29
2025
Q4 		$933K Buy
2,661
+73
+3% +$24.9K 0.5% 25
2025
Q3 		$884K Buy
2,588
+103
+4% +$35.6K 0.49% 24
2025
Q2 		$883K Buy
2,485
+54
+2% +$18.8K 0.57% 18
2025
Q1 		$852K Buy
2,431
+61
+3% +$20.6K 0.65% 17
2024
Q4 		$749K Sell
2,370
-21
-0.9% -$6.32K 0.56% 19
2024
Q3 		$657K Buy
2,391
+48
+2% +$13K 0.52% 21
2024
Q2 		$615K Buy
2,343
+66
+3% +$18.1K 0.52% 25
2024
Q1 		$636K Buy
2,277
+268
+13% +$74K 0.51% 22
2023
Q4 		$523K Buy
2,009
+377
+23% +$92.9K 0.47% 21
2023
Q3 		$375K Buy
1,632
+35
+2% +$8.41K 0.52% 26
2023
Q2 		$379K Sell
1,597
-54
-3% -$12.4K 0.52% 22
2023
Q1 		$372K Sell
1,651
-93
-5% -$20.7K 0.43% 22
2022
Q4 		$362K Buy
1,744
+1
+0.1% +$202 0.43% 23
2022
Q3 		$310K Sell
1,743
-11
-0.6% -$2.24K 0.41% 26
2022
Q2 		$345K Sell
1,754
-111
-6% -$22.9K 0.5% 28
2022
Q1 		$414K Buy
1,865
+17
+0.9% +$3.68K 0.4% 24
2021
Q4 		$400K Buy
1,848
+71
+4% +$15.2K 0.5% 23
2021
Q3 		$396K Sell
1,777
-30
-2% -$7.04K 0.55% 22
2021
Q2 		$423K Buy
1,807
+1
+0.1% +$229 0.57% 17
2021
Q1 		$382K Sell
1,806
-28
-2% -$5.89K 0.66% 19
2020
Q4 		$401K Buy
+1,834
New +$375K 1.12% 14

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

Sage Private Wealth Group's V Position: Q1 2026 in Review

Sage Private Wealth Group increased its Visa (V) stake by 0.26% in Q1 2026, buying an estimated $2.25K and bringing the position to 2,668 shares worth $806K. The position accounts for 0.41% of the portfolio, ranked #29.

Sage Private Wealth Group first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $933K in Q4 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Sage Private Wealth Group held 2,668 shares of Visa worth $806K as of Q1 2026.
  • Sage Private Wealth Group bought 7 Visa shares in Q1 2026, an estimated $2.25K.
  • Visa made up 0.41% of Sage Private Wealth Group's portfolio in Q1 2026, its #29 holding.
  • Sage Private Wealth Group first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • Sage Private Wealth Group's Visa position peaked at $933K in Q4 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.