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Wealthspan Partners’s Visa V Stock Holding History

Wealthspan 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 		$238K Buy
694
+6
+0.9% +$1.93K 0.08% 117
2026
Q1 		$208K Sell
688
-121
-15% -$38.9K 0.07% 119
2025
Q4 		$284K Sell
809
-17
-2% -$5.79K 0.1% 105
2025
Q3 		$282K Sell
826
-26
-3% -$9K 0.11% 104
2025
Q2 		$303K Sell
852
-13
-2% -$4.53K 0.13% 93
2025
Q1 		$303K Sell
865
-25
-3% -$8.46K 0.14% 91
2024
Q4 		$281K Sell
890
-13
-1% -$3.91K 0.13% 92
2024
Q3 		$248K Sell
903
-6
-0.7% -$1.62K 0.12% 95
2024
Q2 		$238K Sell
909
-16
-2% -$4.38K 0.13% 90
2024
Q1 		$258K Sell
925
-4
-0.4% -$1.1K 0.15% 85
2023
Q4 		$242K Sell
929
-6
-0.6% -$1.48K 0.17% 76
2023
Q3 		$215K Sell
935
-30
-3% -$7.21K 0.17% 75
2023
Q2 		$229K Sell
965
-152
-14% -$34.8K 0.18% 72
2023
Q1 		$252K Sell
1,117
-253
-18% -$56.3K 0.22% 65
2022
Q4 		$285K Sell
1,370
-83
-6% -$16.7K 0.26% 61
2022
Q3 		$258K Sell
1,453
-11
-0.8% -$2.24K 0.27% 60
2022
Q2 		$288K Sell
1,464
-324
-18% -$67K 0.3% 54
2022
Q1 		$397K Sell
1,788
-201
-10% -$43.5K 0.36% 46
2021
Q4 		$431K Buy
+1,989
New +$427K 0.38% 44

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

Wealthspan Partners's V Position: Q2 2026 in Review

Wealthspan Partners increased its Visa (V) stake by 0.87% in Q2 2026, buying an estimated $1.93K and bringing the position to 694 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #117.

Wealthspan Partners first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $431K in Q4 2021. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wealthspan Partners held 694 shares of Visa worth $238K as of Q2 2026.
  • Wealthspan Partners bought 6 Visa shares in Q2 2026, an estimated $1.93K.
  • Visa made up 0.08% of Wealthspan Partners's portfolio in Q2 2026, its #117 holding.
  • Wealthspan Partners first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Wealthspan Partners's Visa position peaked at $431K in Q4 2021.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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