TFP
V icon

TrueWealth Financial Partners’s Visa V Stock Holding History

TrueWealth Financial 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 		$361K Buy
1,053
+115
+12% +$36.9K 0.15% 26
2026
Q1 		$283K Buy
+938
New +$302K 0.11% 51

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

TrueWealth Financial Partners's V Position: Q2 2026 in Review

TrueWealth Financial Partners increased its Visa (V) stake by 12% in Q2 2026, buying an estimated $36.9K and bringing the position to 1,053 shares worth $361K. The position accounts for 0.15% of the portfolio, ranked #26.

TrueWealth Financial Partners first reported a position in V in Q1 2026 and has held it in 2 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • TrueWealth Financial Partners held 1,053 shares of Visa worth $361K as of Q2 2026.
  • TrueWealth Financial Partners bought 115 Visa shares in Q2 2026, an estimated $36.9K.
  • Visa made up 0.15% of TrueWealth Financial Partners's portfolio in Q2 2026, its #26 holding.
  • TrueWealth Financial Partners first reported a position in Visa in Q1 2026 and has held it in 2 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.