Wealth Management Partners’s Visa V Stock Holding History

Wealth Management 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	$1.42M	Hold	4,137	–	–	0.33%	60
2026 Q1	$1.25M	Buy	4,137 +1	+0%	+$322	0.36%	61
2025 Q4	$1.45M	Sell	4,136 -43	-1%	-$14.7K	0.41%	49
2025 Q3	$1.43M	Buy	4,179 +1	+0%	+$346	0.45%	50
2025 Q2	$1.49M	Sell	4,178 -79	-2%	-$27.5K	0.53%	41
2025 Q1	$1.49M	Sell	4,257 -11	-0.3%	-$3.72K	0.69%	35
2024 Q4	$1.35M	Buy	4,268 +1	+0%	+$301	0.58%	39
2024 Q3	$1.17M	Hold	4,267	–	–	0.54%	40
2024 Q2	$1.12M	Sell	4,267 -99	-2%	-$27.1K	0.54%	42
2024 Q1	$1.22M	Hold	4,366	–	–	0.62%	37
2023 Q4	$1.14M	Hold	4,366	–	–	0.63%	34
2023 Q3	$1M	Buy	4,366 +1	+0%	+$240	0.63%	34
2023 Q2	$1.04M	Hold	4,365	–	–	0.65%	31
2023 Q1	$984K	Buy	4,365 +365	+9%	+$81.2K	0.69%	32
2022 Q4	$898K	Hold	4,000	–	–	0.75%	32
2022 Q3	$813K	Hold	4,000	–	–	0.71%	35
2022 Q2	$883K	Sell	4,000 -1,000	-20%	-$207K	0.77%	33
2022 Q1	$1.01M	Hold	5,000	–	–	0.72%	33
2021 Q4	$983K	Buy	5,000 +466	+10%	+$100K	0.67%	35
2021 Q3	$1.01M	Sell	4,534 -45	-1%	-$10.6K	0.75%	35
2021 Q2	$1.07M	Sell	4,579 -250	-5%	-$57.2K	0.75%	36
2021 Q1	$1.06M	Buy	4,829 +1	+0%	+$210	0.79%	38
2020 Q4	$975K	Buy	+4,828	New	+$988K	0.76%	38

Other funds holding V

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Wealth Management Partners held its Visa (V) position steady in Q2 2026 at 4,137 shares worth $1.42M. The position accounts for 0.33% of the portfolio, ranked #60.

Wealth Management Partners first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.49M in Q1 2025. 2,349 funds tracked by Wall St. Rank hold V as of Q2 2026.

Wealth Management Partners held 4,137 shares of Visa worth $1.42M as of Q2 2026.
Wealth Management Partners left its Visa share count unchanged in Q2 2026.
Visa made up 0.33% of Wealth Management Partners's portfolio in Q2 2026, its #60 holding.
Wealth Management Partners first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
Wealth Management Partners's Visa position peaked at $1.49M in Q1 2025.
2,349 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.