Strategic Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.25M | Sell |
7,441
-387
| -5% | -$124K | 0.16% | 103 |
|
|
2025
Q4 | $2.75M | Sell |
7,828
-3,838
| -33% | -$1.31M | 0.19% | 90 |
|
|
2025
Q3 | $3.98M | Sell |
11,666
-20,335
| -64% | -$7.04M | 0.3% | 79 |
|
|
2025
Q2 | $11.4M | Buy |
+32,001
| New | +$11.2M | 0.89% | 30 |
|
|
2024
Q4 | $13.7M | Buy |
38,407
+2,258
| +6% | +$679K | 1.13% | 21 |
|
|
2024
Q3 | $9.94M | Sell |
36,149
-145
| -0.4% | -$39.2K | 0.96% | 26 |
|
|
2024
Q2 | $9.53M | Sell |
36,294
-896
| -2% | -$246K | 0.99% | 21 |
|
|
2024
Q1 | $10.4M | Buy |
37,190
+2,141
| +6% | +$591K | 1.14% | 17 |
|
|
2023
Q4 | $9.13M | Buy |
35,049
+3,581
| +11% | +$883K | 1.12% | 15 |
|
|
2023
Q3 | $7.24M | Buy |
31,468
+733
| +2% | +$176K | 0.95% | 16 |
|
|
2023
Q2 | $7.3M | Buy |
30,735
+16,265
| +112% | +$3.72M | 0.94% | 18 |
|
|
2023
Q1 | $3.26M | Buy |
14,470
+1,517
| +12% | +$338K | 0.5% | 57 |
|
|
2022
Q4 | $2.69M | Buy |
12,953
+1,226
| +10% | +$247K | 0.5% | 58 |
|
|
2022
Q3 | $2.08M | Buy |
11,727
+303
| +3% | +$61.7K | 0.44% | 77 |
|
|
2022
Q2 | $2.25M | Buy |
11,424
+698
| +7% | +$144K | 0.49% | 71 |
|
|
2022
Q1 | $2.38M | Buy |
10,726
+428
| +4% | +$92.6K | 0.46% | 74 |
|
|
2021
Q4 | $2.23M | Buy |
10,298
+291
| +3% | +$62.5K | 0.42% | 74 |
|
|
2021
Q3 | $2.23M | Buy |
10,007
+1,914
| +24% | +$449K | 0.65% | 35 |
|
|
2021
Q2 | $1.89M | Buy |
8,093
+632
| +8% | +$144K | 0.62% | 40 |
|
|
2021
Q1 | $1.58M | Buy |
7,461
+932
| +14% | +$196K | 0.63% | 39 |
|
|
2020
Q4 | $1.43M | Sell |
6,529
-284
| -4% | -$58.1K | 0.6% | 40 |
|
|
2020
Q3 | $1.36M | Sell |
6,813
-2,030
| -23% | -$405K | 0.69% | 39 |
|
|
2020
Q2 | $1.71M | Sell |
8,843
-1,120
| -11% | -$205K | 0.88% | 26 |
|
|
2020
Q1 | $1.87M | Hold |
9,963
| – | – | 0.98% | 24 |
|
|
2019
Q4 | $1.87M | Sell |
9,963
-1,280
| -11% | -$231K | 0.97% | 24 |
|
|
2019
Q3 | $237K | Sell |
11,243
-1,998
| -15% | -$356K | 1.22% | 14 |
|
|
2019
Q2 | $2.3M | Sell |
13,241
-1,749
| -12% | -$286K | 1.11% | 16 |
|
|
2019
Q1 | $2.36M | Buy |
14,990
+1,291
| +9% | +$186K | 1.08% | 17 |
|
|
2018
Q4 | $1.93M | Sell |
13,699
-628
| -4% | -$86.7K | 0.98% | 16 |
|
|
2018
Q3 | $2.15M | Sell |
14,327
-241
| -2% | -$34.3K | 1.15% | 17 |
|
|
2018
Q2 | $1.93M | Sell |
14,568
-6,881
| -32% | -$886K | 1.12% | 15 |
|
|
2018
Q1 | $2.57M | Sell |
21,449
-723
| -3% | -$87.6K | 1.32% | 12 |
|
|
2017
Q4 | $2.49M | Buy |
+22,172
| New | +$2.45M | 1.38% | 12 |
|
Other funds holding V
VCM
VPM
Strategic Wealth Partners's V Position: Q1 2026 in Review
Strategic Wealth Partners reduced its Visa (V) stake by 4.9% in Q1 2026, selling an estimated $124K and leaving 7,441 shares worth $2.25M. The position accounts for 0.16% of the portfolio, ranked #103.
Strategic Wealth Partners first reported a position in V in Q4 2017 and has held it in 33 quarters since. The position peaked at $13.7M in Q4 2024. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Strategic Wealth Partners held 7,441 shares of Visa worth $2.25M as of Q1 2026.
- Strategic Wealth Partners sold 387 Visa shares in Q1 2026, an estimated $124K.
- Visa made up 0.16% of Strategic Wealth Partners's portfolio in Q1 2026, its #103 holding.
- Strategic Wealth Partners first reported a position in Visa in Q4 2017 and has held it in 33 quarters since.
- Strategic Wealth Partners's Visa position peaked at $13.7M in Q4 2024.
- 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.