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Sun Group Wealth Partners’s Visa V Stock Holding History

Sun Group 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 		$2.76M Buy
8,043
+195
+2% +$62.6K 1.88% 13
2026
Q1 		$2.37M Buy
7,848
+382
+5% +$123K 1.86% 14
2025
Q4 		$2.62M Buy
+7,466
New +$2.54M 2.1% 13

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

Sun Group Wealth Partners's V Position: Q2 2026 in Review

Sun Group Wealth Partners increased its Visa (V) stake by 2.5% in Q2 2026, buying an estimated $62.6K and bringing the position to 8,043 shares worth $2.76M. The position accounts for 1.88% of the portfolio, ranked #13.

Sun Group Wealth Partners first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,557 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sun Group Wealth Partners held 8,043 shares of Visa worth $2.76M as of Q2 2026.
  • Sun Group Wealth Partners bought 195 Visa shares in Q2 2026, an estimated $62.6K.
  • Visa made up 1.88% of Sun Group Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • Sun Group Wealth Partners first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,557 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.