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Sendero Wealth Management’s Visa V Stock Holding History

Sendero Wealth Management’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 		$4.62M Sell
15,271
-14
-0.1% -$4.5K 0.51% 36
2025
Q4 		$5.36M Sell
15,285
-236
-2% -$80.4K 0.59% 34
2025
Q3 		$5.3M Buy
15,521
+800
+5% +$277K 0.62% 32
2025
Q2 		$5.23M Sell
14,721
-1,745
-11% -$608K 0.65% 35
2025
Q1 		$5.77M Sell
16,466
-349
-2% -$118K 0.8% 31
2024
Q4 		$5.31M Sell
16,815
-1,025
-6% -$308K 0.79% 27
2024
Q3 		$4.91M Buy
17,840
+1,413
+9% +$382K 0.77% 29
2024
Q2 		$4.31M Sell
16,427
-4,340
-21% -$1.19M 0.73% 29
2024
Q1 		$5.8M Sell
20,767
-714
-3% -$197K 1% 22
2023
Q4 		$5.59M Buy
21,481
+339
+2% +$83.6K 1.05% 20
2023
Q3 		$4.86M Sell
21,142
-1,212
-5% -$291K 1.04% 18
2023
Q2 		$5.31M Buy
22,354
+1,664
+8% +$381K 1.16% 15
2023
Q1 		$4.66M Buy
20,690
+1,655
+9% +$368K 1.43% 8
2022
Q4 		$3.95M Sell
19,035
-884
-4% -$178K 1.41% 8
2022
Q3 		$3.54M Buy
19,919
+2,885
+17% +$587K 1.47% 9
2022
Q2 		$3.35M Buy
17,034
+2,314
+16% +$478K 3.22% 8
2022
Q1 		$3.27M Sell
14,720
-341
-2% -$73.8K 1.51% 9
2021
Q4 		$3.26M Buy
+15,061
New +$3.23M 1.45% 10

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

Sendero Wealth Management's V Position: Q1 2026 in Review

Sendero Wealth Management reduced its Visa (V) stake by 0.09% in Q1 2026, selling an estimated $4.5K and leaving 15,271 shares worth $4.62M. The position accounts for 0.51% of the portfolio, ranked #36.

Sendero Wealth Management first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.8M in Q1 2024. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Sendero Wealth Management held 15,271 shares of Visa worth $4.62M as of Q1 2026.
  • Sendero Wealth Management sold 14 Visa shares in Q1 2026, an estimated $4.5K.
  • Visa made up 0.51% of Sendero Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Sendero Wealth Management first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Sendero Wealth Management's Visa position peaked at $5.8M in Q1 2024.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.