Summit Wealth Partners’s Visa V Stock Holding History

Summit 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	$465K	Hold	1,356	–	–	0.07%	184
2026 Q1	$410K	Buy	+1,356	New	+$436K	0.06%	184

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Summit Wealth Partners held its Visa (V) position steady in Q2 2026 at 1,356 shares worth $465K. The position accounts for 0.07% of the portfolio, ranked #184.

Summit Wealth Partners first reported a position in V in Q1 2026 and has held it in 2 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

Summit Wealth Partners held 1,356 shares of Visa worth $465K as of Q2 2026.
Summit Wealth Partners left its Visa share count unchanged in Q2 2026.
Visa made up 0.07% of Summit Wealth Partners's portfolio in Q2 2026, its #184 holding.
Summit Wealth Partners first reported a position in Visa in Q1 2026 and has held it in 2 quarters since.
4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.