Semus Wealth Partners’s Visa V Stock Holding History

Semus 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	$1.02M	Buy	3,369 +30	+0.9%	+$9.65K	0.57%	41
2025 Q4	$1.17M	Buy	3,339 +45	+1%	+$15.3K	0.63%	37
2025 Q3	$1.12M	Sell	3,294 -81	-2%	-$28K	0.64%	38
2025 Q2	$1.2M	Sell	3,375 -74	-2%	-$25.8K	0.78%	31
2025 Q1	$1.21M	Buy	3,449 +29	+0.8%	+$9.81K	0.84%	30
2024 Q4	$1.08M	Sell	3,420 -97	-3%	-$29.2K	0.72%	31
2024 Q3	$967K	Sell	3,517 -319	-8%	-$86.2K	0.68%	30
2024 Q2	$1.01M	Sell	3,836 -239	-6%	-$65.5K	0.78%	29
2024 Q1	$1.14M	Sell	4,075 -113	-3%	-$31.2K	0.96%	23
2023 Q4	$1.09M	Buy	4,188 +105	+3%	+$25.9K	0.89%	23
2023 Q3	$939K	Buy	4,083 +48	+1%	+$11.5K	0.87%	23
2023 Q2	$958K	Sell	4,035 -203	-5%	-$46.5K	0.88%	18
2023 Q1	$955K	Sell	4,238 -74	-2%	-$16.5K	1.03%	18
2022 Q4	$896K	Buy	+4,312	New	+$870K	1.09%	19

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Semus Wealth Partners increased its Visa (V) stake by 0.9% in Q1 2026, buying an estimated $9.65K and bringing the position to 3,369 shares worth $1.02M. The position accounts for 0.57% of the portfolio, ranked #41.

Semus Wealth Partners first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.21M in Q1 2025. 4,448 funds tracked by Wall St. Rank hold V as of Q1 2026.

Semus Wealth Partners held 3,369 shares of Visa worth $1.02M as of Q1 2026.
Semus Wealth Partners bought 30 Visa shares in Q1 2026, an estimated $9.65K.
Visa made up 0.57% of Semus Wealth Partners's portfolio in Q1 2026, its #41 holding.
Semus Wealth Partners first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
Semus Wealth Partners's Visa position peaked at $1.21M in Q1 2025.
4,448 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.