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Uniting Wealth Partners’s Visa V Stock Holding History

Uniting Wealth 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 		$774K Sell
2,255
-360
-14% -$116K 0.16% 90
2026
Q1 		$790K Buy
2,615
+77
+3% +$24.8K 0.17% 83
2025
Q4 		$890K Sell
2,538
-37
-1% -$12.6K 0.27% 54
2025
Q3 		$879K Buy
2,575
+1,805
+234% +$625K 0.21% 69
2025
Q2 		$273K Buy
770
+106
+16% +$36.9K 0.11% 89
2025
Q1 		$233K Sell
664
-63
-9% -$21.3K 0.12% 89
2024
Q4 		$230K Buy
+727
New +$219K 0.11% 87

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

Uniting Wealth Partners's V Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Visa (V) stake by 14% in Q2 2026, selling an estimated $116K and leaving 2,255 shares worth $774K. The position accounts for 0.16% of the portfolio, ranked #90.

Uniting Wealth Partners first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $890K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Uniting Wealth Partners held 2,255 shares of Visa worth $774K as of Q2 2026.
  • Uniting Wealth Partners sold 360 Visa shares in Q2 2026, an estimated $116K.
  • Visa made up 0.16% of Uniting Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • Uniting Wealth Partners first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Visa position peaked at $890K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.