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Turn8 Private Wealth’s Visa V Stock Holding History

Turn8 Private Wealth’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 		$2.24M Sell
6,351
-5,380
-46% -$1.73M 1.49% 28
2026
Q1 		$3.55M Buy
11,731
+1,544
+15% +$496K 2.22% 24
2025
Q4 		$3.57M Sell
10,187
-30
-0.3% -$10.2K 2.56% 21
2025
Q3 		$3.49M Buy
10,217
+357
+4% +$124K 2.5% 25
2025
Q2 		$3.42M Buy
9,860
+387
+4% +$135K 2.47% 22
2025
Q1 		$3.32M Sell
9,473
-2,399
-20% -$812K 2.6% 17
2024
Q4 		$3.75M Buy
+11,872
New +$3.57M 2.67% 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

Turn8 Private Wealth's V Position: Q2 2026 in Review

Turn8 Private Wealth reduced its Visa (V) stake by 46% in Q2 2026, selling an estimated $1.73M and leaving 6,351 shares worth $2.24M. The position accounts for 1.49% of the portfolio, ranked #28.

Turn8 Private Wealth first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.75M in Q4 2024. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Turn8 Private Wealth held 6,351 shares of Visa worth $2.24M as of Q2 2026.
  • Turn8 Private Wealth sold 5,380 Visa shares in Q2 2026, an estimated $1.73M.
  • Visa made up 1.49% of Turn8 Private Wealth's portfolio in Q2 2026, its #28 holding.
  • Turn8 Private Wealth first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Turn8 Private Wealth's Visa position peaked at $3.75M in Q4 2024.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Turn8 Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.