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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
Q2 		$13.3M Buy
38,884
+308
+0.8% +$98.9K 0.21% 65
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 $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

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

Sagespring Wealth Partners increased its Visa (V) stake by 0.8% in Q2 2026, buying an estimated $98.9K and bringing the position to 38,884 shares worth $13.3M. The position accounts for 0.21% of the portfolio, ranked #65.

Sagespring Wealth Partners first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $14M in Q4 2025. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sagespring Wealth Partners held 38,884 shares of Visa worth $13.3M as of Q2 2026.
  • Sagespring Wealth Partners bought 308 Visa shares in Q2 2026, an estimated $98.9K.
  • Visa made up 0.21% of Sagespring Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • Sagespring Wealth Partners first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Visa position peaked at $14M in Q4 2025.
  • 4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.