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Tower Wealth Partners’s Visa V Stock Holding History

Tower 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 		$578K Sell
1,686
-291
-15% -$93.4K 0.29% 41
2026
Q1 		$598K Sell
1,977
-231
-10% -$74.3K 0.33% 33
2025
Q4 		$774K Buy
2,208
+178
+9% +$60.6K 0.43% 28
2025
Q3 		$693K Buy
2,030
+12
+0.6% +$4.15K 0.38% 28
2025
Q2 		$716K Sell
2,018
-5
-0.2% -$1.74K 0.42% 27
2025
Q1 		$709K Sell
2,023
-463
-19% -$157K 0.38% 27
2024
Q4 		$786K Buy
2,486
+44
+2% +$13.2K 0.41% 26
2024
Q3 		$671K Sell
2,442
-409
-14% -$111K 0.39% 26
2024
Q2 		$748K Buy
2,851
+351
+14% +$96.2K 0.46% 25
2024
Q1 		$698K Buy
2,500
+143
+6% +$39.5K 0.45% 25
2023
Q4 		$614K Sell
2,357
-111
-4% -$27.4K 0.43% 27
2023
Q3 		$568K Buy
2,468
+246
+11% +$59.1K 0.47% 26
2023
Q2 		$528K Sell
2,222
-20
-0.9% -$4.58K 0.42% 31
2023
Q1 		$505K Buy
2,242
+6
+0.3% +$1.33K 0.42% 30
2022
Q4 		$465K Buy
2,236
+5
+0.2% +$1.01K 0.4% 30
2022
Q3 		$462K Buy
2,231
+30
+1% +$6.11K 0.44% 32
2022
Q2 		$433K Buy
2,201
+445
+25% +$92K 0.58% 28
2022
Q1 		$389K Buy
1,756
+65
+4% +$14.1K 0.42% 32
2021
Q4 		$366K Sell
1,691
-75
-4% -$16.1K 0.37% 32
2021
Q3 		$393K Sell
1,766
-430
-20% -$101K 0.41% 30
2021
Q2 		$513K Sell
2,196
-4
-0.2% -$914 0.56% 25
2021
Q1 		$466K Buy
2,200
+170
+8% +$35.8K 0.6% 27
2020
Q4 		$444K Buy
+2,030
New +$415K 0.51% 23

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

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

Tower Wealth Partners reduced its Visa (V) stake by 15% in Q2 2026, selling an estimated $93.4K and leaving 1,686 shares worth $578K. The position accounts for 0.29% of the portfolio, ranked #41.

Tower Wealth Partners first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $786K in Q4 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Tower Wealth Partners held 1,686 shares of Visa worth $578K as of Q2 2026.
  • Tower Wealth Partners sold 291 Visa shares in Q2 2026, an estimated $93.4K.
  • Visa made up 0.29% of Tower Wealth Partners's portfolio in Q2 2026, its #41 holding.
  • Tower Wealth Partners first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Tower Wealth Partners's Visa position peaked at $786K in Q4 2024.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.