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SIMA Wealth Partners’s Visa V Stock Holding History

SIMA 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 		$34.3K Hold
100
– – 0.02% 90
2026
Q1 		$30.2K Hold
100
– – 0.02% 93
2025
Q4 		$35.1K Hold
100
– – 0.03% 88
2025
Q3 		$34.1K Hold
100
– – 0.03% 90
2025
Q2 		$35.5K Hold
100
– – 0.03% 88
2025
Q1 		$35K Hold
100
– – 0.03% 94
2024
Q4 		$31.6K Hold
100
– – 0.03% 104
2024
Q3 		$27.5K Hold
100
– – 0.02% 100
2024
Q2 		$26.2K Buy
+100
New +$27.4K 0.03% 100

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

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

SIMA Wealth Partners held its Visa (V) position steady in Q2 2026 at 100 shares worth $34.3K. The position accounts for 0.02% of the portfolio, ranked #90.

SIMA Wealth Partners first reported a position in V in Q2 2024 and has held it in 9 quarters since. The position peaked at $35.5K in Q2 2025. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SIMA Wealth Partners held 100 shares of Visa worth $34.3K as of Q2 2026.
  • SIMA Wealth Partners left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.02% of SIMA Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • SIMA Wealth Partners first reported a position in Visa in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's Visa position peaked at $35.5K in Q2 2025.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.