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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
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 $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

Wise Wealth Partners's V Position: Q1 2026 in Review

Wise Wealth Partners reduced its Visa (V) stake by 7.2% in Q1 2026, selling an estimated $37.6K and leaving 1,513 shares worth $457K. The position accounts for 0.62% of the portfolio, ranked #37.

Wise Wealth Partners first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $572K in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Wise Wealth Partners held 1,513 shares of Visa worth $457K as of Q1 2026.
  • Wise Wealth Partners sold 117 Visa shares in Q1 2026, an estimated $37.6K.
  • Visa made up 0.62% of Wise Wealth Partners's portfolio in Q1 2026, its #37 holding.
  • Wise Wealth Partners first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Wise Wealth Partners's Visa position peaked at $572K in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Wise Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.