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Visa shares owned by Partners Wealth Management

Quarter-by-quarter ownership of Visa (V) shares owned by Partners Wealth Management from 13F filings

Historical chart of Partners Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Partners Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $318k 930 341.41
2025-06-30 $278k 802 346.35
2025-03-31 $281k 802 350.46

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Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Partners Wealth Management

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
FMR
Geode Capital Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
UBS Group

View all funds holding Visa