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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
Q2 		$1.13M Sell
3,289
-80
-2% -$25.7K 0.55% 41
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
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

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

Semus Wealth Partners reduced its Visa (V) stake by 2.4% in Q2 2026, selling an estimated $25.7K and leaving 3,289 shares worth $1.13M. The position accounts for 0.55% of the portfolio, ranked #41.

Semus Wealth Partners first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q1 2025. 4,578 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Semus Wealth Partners held 3,289 shares of Visa worth $1.13M as of Q2 2026.
  • Semus Wealth Partners sold 80 Visa shares in Q2 2026, an estimated $25.7K.
  • Visa made up 0.55% of Semus Wealth Partners's portfolio in Q2 2026, its #41 holding.
  • Semus Wealth Partners first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Semus Wealth Partners's Visa position peaked at $1.21M in Q1 2025.
  • 4,578 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.