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Wise Wealth Partners’s Visa V Stock Holding History

Wise Wealth 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 		$547K Buy
1,594
+81
+5% +$26K 0.93% 25
2026
Q1 		$457K Sell
1,513
-117
-7% -$37.6K 0.62% 37
2025
Q4 		$572K Buy
1,630
+117
+8% +$39.9K 0.82% 32
2025
Q3 		$516K Hold
1,513
– – 0.79% 33
2025
Q2 		$537K Buy
1,513
+647
+75% +$226K 0.9% 32
2025
Q1 		$304K Buy
866
+1
+0.1% +$338 0.73% 35
2024
Q4 		$273K Buy
+865
New +$260K 0.67% 41

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

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

Wise Wealth Partners increased its Visa (V) stake by 5.4% in Q2 2026, buying an estimated $26K and bringing the position to 1,594 shares worth $547K. The position accounts for 0.93% of the portfolio, ranked #25.

Wise Wealth Partners first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $572K in Q4 2025. 4,579 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wise Wealth Partners held 1,594 shares of Visa worth $547K as of Q2 2026.
  • Wise Wealth Partners bought 81 Visa shares in Q2 2026, an estimated $26K.
  • Visa made up 0.93% of Wise Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Wise Wealth Partners first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Wise Wealth Partners's Visa position peaked at $572K in Q4 2025.
  • 4,579 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wise Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.