SWP
V icon

Stone Wealth Partners’s Visa V Stock Holding History

Stone 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 		$579K Buy
1,686
+7
+0.4% +$2.25K 0.42% 45
2026
Q1 		$507K Buy
1,679
+53
+3% +$17K 0.46% 48
2025
Q4 		$570K Buy
+1,626
New +$554K 0.51% 41

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

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

Stone Wealth Partners increased its Visa (V) stake by 0.42% in Q2 2026, buying an estimated $2.25K and bringing the position to 1,686 shares worth $579K. The position accounts for 0.42% of the portfolio, ranked #45.

Stone Wealth Partners first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Stone Wealth Partners held 1,686 shares of Visa worth $579K as of Q2 2026.
  • Stone Wealth Partners bought 7 Visa shares in Q2 2026, an estimated $2.25K.
  • Visa made up 0.42% of Stone Wealth Partners's portfolio in Q2 2026, its #45 holding.
  • Stone Wealth Partners first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Stone Wealth Partners's 13F filing for Q2 2026, filed 16 Jul 2026.