WIP
V icon

WealthCare Investment Partners’s Visa V Stock Holding History

WealthCare Investment 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
Q1 		$204K Sell
669
-31
-4% -$9.97K 0.06% 187
2025
Q4 		$242K Buy
700
+1
+0.1% +$341 0.07% 166
2025
Q3 		$243K Buy
699
+54
+8% +$18.7K 0.08% 154
2025
Q2 		$231K Sell
645
-14
-2% -$4.88K 0.08% 145
2025
Q1 		$211K Buy
659
+1
+0.2% +$338 0.09% 141
2024
Q4 		$207K Buy
+658
New +$198K 0.09% 139

Other funds holding V

BlackRock
BlackRock New York $5.72T 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

WealthCare Investment Partners's V Position: Q1 2026 in Review

WealthCare Investment Partners reduced its Visa (V) stake by 4.4% in Q1 2026, selling an estimated $9.97K and leaving 669 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #187.

WealthCare Investment Partners first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $243K in Q3 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • WealthCare Investment Partners held 669 shares of Visa worth $204K as of Q1 2026.
  • WealthCare Investment Partners sold 31 Visa shares in Q1 2026, an estimated $9.97K.
  • Visa made up 0.06% of WealthCare Investment Partners's portfolio in Q1 2026, its #187 holding.
  • WealthCare Investment Partners first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • WealthCare Investment Partners's Visa position peaked at $243K in Q3 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.