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Triad Wealth Partners’s Visa V Stock Holding History

Triad 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 		$2.61M Buy
7,129
+1,450
+26% +$466K 0.15% 98
2026
Q1 		$1.72M Buy
5,679
+896
+19% +$288K 0.14% 110
2025
Q4 		$1.68M Buy
4,783
+502
+12% +$171K 0.16% 97
2025
Q3 		$1.46M Buy
4,281
+212
+5% +$73.4K 0.19% 86
2025
Q2 		$1.44M Buy
4,069
+1,756
+76% +$612K 0.29% 63
2025
Q1 		$810K Buy
2,313
+194
+9% +$65.6K 0.25% 68
2024
Q4 		$670K Buy
+2,119
New +$637K 0.24% 69
2024
Q3 		– Sell
-1,201
Closed -$315K – 879
2024
Q2 		$315K Buy
1,201
+205
+21% +$56.2K 0.17% 62
2024
Q1 		$278K Buy
+996
New +$275K 0.21% 46

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

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

Triad Wealth Partners increased its Visa (V) stake by 26% in Q2 2026, buying an estimated $466K and bringing the position to 7,129 shares worth $2.61M. The position accounts for 0.15% of the portfolio, ranked #98.

Triad Wealth Partners first reported a position in V in Q1 2024 and has held it in 9 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Triad Wealth Partners held 7,129 shares of Visa worth $2.61M as of Q2 2026.
  • Triad Wealth Partners bought 1,450 Visa shares in Q2 2026, an estimated $466K.
  • Visa made up 0.15% of Triad Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • Triad Wealth Partners first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.