SWP
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Sagespring Wealth Partners’s Visa V Stock Holding History

Sagespring 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
Q1 		$11.7M Sell
38,576
-1,298
-3% -$417K 0.21% 62
2025
Q4 		$14M Buy
39,874
+318
+0.8% +$108K 0.25% 60
2025
Q3 		$13.5M Buy
39,556
+192
+0.5% +$66.5K 0.26% 57
2025
Q2 		$14M Buy
39,364
+2,741
+7% +$955K 0.3% 50
2025
Q1 		$12.8M Buy
36,623
+3,033
+9% +$1.03M 0.32% 48
2024
Q4 		$10.6M Buy
+33,590
New +$10.1M 0.28% 49

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

Sagespring Wealth Partners's V Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Visa (V) stake by 3.3% in Q1 2026, selling an estimated $417K and leaving 38,576 shares worth $11.7M. The position accounts for 0.21% of the portfolio, ranked #62.

Sagespring Wealth Partners first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $14M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Sagespring Wealth Partners held 38,576 shares of Visa worth $11.7M as of Q1 2026.
  • Sagespring Wealth Partners sold 1,298 Visa shares in Q1 2026, an estimated $417K.
  • Visa made up 0.21% of Sagespring Wealth Partners's portfolio in Q1 2026, its #62 holding.
  • Sagespring Wealth Partners first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Visa position peaked at $14M in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.