UWPG
V icon

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
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 – 135
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return