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TSG Advice Partners’s Visa V Stock Holding History

TSG Advice 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
Q1 		$2.46M Sell
8,132
-147
-2% -$47.3K 0.37% 32
2025
Q4 		$2.9M Buy
+8,279
New +$2.82M 0.44% 19

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

TSG Advice Partners's V Position: Q1 2026 in Review

TSG Advice Partners reduced its Visa (V) stake by 1.8% in Q1 2026, selling an estimated $47.3K and leaving 8,132 shares worth $2.46M. The position accounts for 0.37% of the portfolio, ranked #32.

TSG Advice Partners first reported a position in V in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.9M in Q4 2025. 4,468 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • TSG Advice Partners held 8,132 shares of Visa worth $2.46M as of Q1 2026.
  • TSG Advice Partners sold 147 Visa shares in Q1 2026, an estimated $47.3K.
  • Visa made up 0.37% of TSG Advice Partners's portfolio in Q1 2026, its #32 holding.
  • TSG Advice Partners first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's Visa position peaked at $2.9M in Q4 2025.
  • 4,468 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.