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Ullmann Wealth Partners Group’s Visa V Stock Holding History

Ullmann Wealth Partners Group’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 		$784K Buy
2,284
+332
+17% +$107K 0.07% 91
2026
Q1 		$590K Sell
1,952
-108
-5% -$34.7K 0.06% 96
2025
Q4 		$702K Buy
2,060
+196
+11% +$66.8K 0.07% 87
2025
Q3 		$636K Buy
1,864
+208
+13% +$72K 0.07% 84
2025
Q2 		$588K Buy
1,656
+104
+7% +$36.2K 0.07% 82
2025
Q1 		$544K Buy
1,552
+228
+17% +$77.2K 0.07% 86
2024
Q4 		$418K Buy
1,324
+221
+20% +$66.5K 0.05% 97
2024
Q3 		$303K Sell
1,103
-62
-5% -$16.8K 0.04% 109
2024
Q2 		$306K Buy
1,165
+64
+6% +$17.5K 0.04% 93
2024
Q1 		$307K Buy
1,101
+140
+15% +$38.7K 0.05% 90
2023
Q4 		$250K Buy
+961
New +$237K 0.04% 94
2017
Q3 		– Sell
-103
Closed -$9K – 134
2017
Q2 		$9K Hold
103
– – 0.01% 145
2017
Q1 		$9K Buy
+103
New +$8.86K 0.01% 131

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

Ullmann Wealth Partners Group's V Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Visa (V) stake by 17% in Q2 2026, buying an estimated $107K and bringing the position to 2,284 shares worth $784K. The position accounts for 0.07% of the portfolio, ranked #91.

Ullmann Wealth Partners Group first reported a position in V in Q1 2017 and has held it in 13 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Ullmann Wealth Partners Group held 2,284 shares of Visa worth $784K as of Q2 2026.
  • Ullmann Wealth Partners Group bought 332 Visa shares in Q2 2026, an estimated $107K.
  • Visa made up 0.07% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #91 holding.
  • Ullmann Wealth Partners Group first reported a position in Visa in Q1 2017 and has held it in 13 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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