ShoreHaven Wealth Partners’s Visa V Stock Holding History

ShoreHaven 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	–	Sell	-607	Closed	-$213K	–	115
2025 Q4	$213K	Buy	607 +16	+3%	+$5.45K	0.08%	102
2025 Q3	$202K	Hold	591	–	–	0.07%	101
2025 Q2	$210K	Hold	591	–	–	0.09%	95
2025 Q1	$207K	Buy	+591	New	+$200K	0.1%	87
2023 Q4	–	Sell	-891	Closed	-$205K	–	82
2023 Q3	$205K	Hold	891	–	–	0.14%	71
2023 Q2	$212K	Hold	891	–	–	0.14%	65
2023 Q1	$201K	Buy	+891	New	+$198K	0.14%	68
2021 Q2	–	Sell	-1,310	Closed	-$277K	–	243
2021 Q1	$277K	Buy	1,310 +862	+192%	+$181K	0.15%	44
2020 Q4	$98K	Buy	+448	New	+$91.7K	0.05%	76

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

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

ShoreHaven Wealth Partners sold out of Visa (V) in Q1 2026, closing a stake of 607 shares — an estimated $213K sold.

ShoreHaven Wealth Partners first reported a position in V in Q4 2020 and held it in 9 quarters. The position peaked at $277K in Q1 2021. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

ShoreHaven Wealth Partners reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
ShoreHaven Wealth Partners sold 607 Visa shares in Q1 2026, an estimated $213K.
ShoreHaven Wealth Partners first reported a position in Visa in Q4 2020 and held it in 9 quarters.
ShoreHaven Wealth Partners's Visa position peaked at $277K in Q1 2021.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.