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WealthShield Partners’s Visa V Stock Holding History

WealthShield 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 		$2.76M Sell
9,146
-6,256
-41% -$2.01M 0.31% 94
2025
Q4 		$5.4M Buy
15,402
+585
+4% +$199K 0.6% 46
2025
Q3 		$5.06M Buy
14,817
+581
+4% +$201K 0.57% 49
2025
Q2 		$5.05M Sell
14,236
-187
-1% -$65.2K 0.61% 47
2025
Q1 		$5.05M Buy
14,423
+1,195
+9% +$404K 0.65% 43
2024
Q4 		$4.18M Sell
13,228
-342
-3% -$103K 0.59% 43
2024
Q3 		$3.73M Buy
13,570
+1,084
+9% +$293K 0.51% 55
2024
Q2 		$3.28M Buy
12,486
+850
+7% +$233K 0.5% 58
2024
Q1 		$3.25M Sell
11,636
-64
-0.5% -$17.7K 0.53% 48
2023
Q4 		$3.05M Buy
11,700
+249
+2% +$61.4K 0.5% 50
2023
Q3 		$2.63M Sell
11,451
-1,953
-15% -$469K 0.4% 67
2023
Q2 		$3.18M Buy
13,404
+1,692
+14% +$387K 0.48% 53
2023
Q1 		$2.64M Buy
+11,712
New +$2.61M 0.43% 61
2022
Q4 		– Sell
-8,931
Closed -$1.59M – 312
2022
Q3 		$1.59M Buy
8,931
+542
+6% +$110K 0.31% 86
2022
Q2 		$1.65M Buy
8,389
+540
+7% +$112K 0.33% 76
2022
Q1 		$1.74M Buy
7,849
+1,353
+21% +$293K 0.28% 86
2021
Q4 		$1.41M Sell
6,496
-1,702
-21% -$365K 0.23% 93
2021
Q3 		$1.83M Buy
8,198
+405
+5% +$95K 0.49% 51
2021
Q2 		$1.82M Buy
7,793
+2,525
+48% +$577K 0.29% 70
2021
Q1 		$1.11M Sell
5,268
-1,331
-20% -$280K 0.2% 91
2020
Q4 		$1.44M Sell
6,599
-45
-0.7% -$9.21K 0.27% 86
2020
Q3 		$1.33M Buy
6,644
+1,708
+35% +$341K 0.47% 57
2020
Q2 		$953K Buy
+4,936
New +$902K 0.44% 55

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

WealthShield Partners's V Position: Q1 2026 in Review

WealthShield Partners reduced its Visa (V) stake by 41% in Q1 2026, selling an estimated $2.01M and leaving 9,146 shares worth $2.76M. The position accounts for 0.31% of the portfolio, ranked #94.

WealthShield Partners first reported a position in V in Q2 2020 and has held it in 23 quarters since. The position peaked at $5.4M in Q4 2025. 4,449 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • WealthShield Partners held 9,146 shares of Visa worth $2.76M as of Q1 2026.
  • WealthShield Partners sold 6,256 Visa shares in Q1 2026, an estimated $2.01M.
  • Visa made up 0.31% of WealthShield Partners's portfolio in Q1 2026, its #94 holding.
  • WealthShield Partners first reported a position in Visa in Q2 2020 and has held it in 23 quarters since.
  • WealthShield Partners's Visa position peaked at $5.4M in Q4 2025.
  • 4,449 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.