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Westmount Partners’s Visa V Stock Holding History

Westmount 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 		$2.24M Buy
6,515
+111
+2% +$35.6K 0.49% 46
2026
Q1 		$1.94M Sell
6,404
-48
-0.7% -$15.4K 0.48% 47
2025
Q4 		$2.26M Sell
6,452
-133
-2% -$45.3K 0.56% 35
2025
Q3 		$2.29M Sell
6,585
-30
-0.5% -$10.4K 0.59% 37
2025
Q2 		$2.35M Buy
6,615
+35
+0.5% +$12.2K 0.65% 35
2025
Q1 		$2.31M Sell
6,580
-28
-0.4% -$9.47K 0.7% 30
2024
Q4 		$2.09M Sell
6,608
-477
-7% -$143K 0.63% 34
2024
Q3 		$1.95M Sell
7,085
-123
-2% -$33.3K 0.59% 37
2024
Q2 		$1.9M Buy
7,208
+1,414
+24% +$388K 0.63% 36
2024
Q1 		$1.62M Sell
5,794
-109
-2% -$30.1K 0.58% 37
2023
Q4 		$1.54M Sell
5,903
-135
-2% -$33.3K 0.63% 34
2023
Q3 		$1.39M Buy
6,038
+120
+2% +$28.8K 0.61% 36
2023
Q2 		$1.41M Sell
5,918
-40
-0.7% -$9.15K 0.61% 36
2023
Q1 		$1.34M Buy
5,958
+116
+2% +$25.8K 0.62% 33
2022
Q4 		$1.21M Buy
+5,842
New +$1.18M 0.63% 33

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

Westmount Partners's V Position: Q2 2026 in Review

Westmount Partners increased its Visa (V) stake by 1.7% in Q2 2026, buying an estimated $35.6K and bringing the position to 6,515 shares worth $2.24M. The position accounts for 0.49% of the portfolio, ranked #46.

Westmount Partners first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.35M in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Westmount Partners held 6,515 shares of Visa worth $2.24M as of Q2 2026.
  • Westmount Partners bought 111 Visa shares in Q2 2026, an estimated $35.6K.
  • Visa made up 0.49% of Westmount Partners's portfolio in Q2 2026, its #46 holding.
  • Westmount Partners first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's Visa position peaked at $2.35M in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.