SEC 13F Intelligence

Private Wealth Partners, LLC / V

Private Wealth Partners, LLC’s Visa Inc Position

Does Private Wealth Partners, LLC own Visa Inc (V)? Yes — 138.4K shares worth $42M (+3.22% of its 13F portfolio) as of Q1 2026, down from 138.6K shares the prior filed quarter.

Position Value
$42M
Q1 2026
Shares
138.4K
% of Portfolio
+3.22%
Quarters Held
30
currently held

Position History V

Reported value by quarter
Q4 ’18: $29MQ4 ’18Q1 ’19: $34MQ2 ’19: $38MQ3 ’19: $37MQ4 ’19: $40MQ4 ’19Q1 ’20: $34MQ2 ’20: $40MQ3 ’20: $41MQ4 ’20: $45MQ4 ’20Q1 ’21: $47MQ2 ’21: $52MQ3 ’21: $50MQ4 ’21: $49MQ4 ’21Q1 ’22: $48MQ2 ’22: $41MQ3 ’22: $36MQ4 ’22: $44MQ4 ’22Q1 ’23: $49MQ2 ’23: $51MQ3 ’23: $49MQ4 ’23: $55MQ4 ’23Q1 ’24: $57MQ2 ’24: $52MQ3 ’24: $47MQ4 ’24: $54MQ4 ’24Q1 ’25: $56MQ2 ’25: $53MQ3 ’25: $50MQ4 ’25: $49MQ4 ’25Q1 ’26: $42Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026138.4K$42M+3.22%
Q4 2025138.6K$49M+3.44%
Q3 2025147.7K$50M+3.60%
Q2 2025148.5K$53M+4.11%
Q1 2025159.2K$56M+4.62%
Q4 2024169.8K$54M+4.11%
Q3 2024172.2K$47M+3.77%
Q2 2024197.0K$52M+3.83%
Q1 2024203.5K$57M+4.54%
Q4 2023212.7K$55M+4.68%
Q3 2023213.4K$49M+4.69%
Q2 2023215.7K$51M+4.71%
Q1 2023217.2K$49M+4.89%
Q4 2022212.8K$44M+5.06%
Q3 2022202.8K$36M+4.60%
Q2 2022207.3K$41M+4.75%
Q1 2022218.0K$48M+4.33%
Q4 2021223.9K$49M+4.10%
Q3 2021223.4K$50M+4.62%
Q2 2021221.9K$52M+4.80%
Q1 2021220.1K$47M+4.94%
Q4 2020205.7K$45M+4.88%
Q3 2020206.3K$41M+4.82%
Q2 2020204.9K$40M+5.42%
Q1 2020212.4K$34M+5.77%
Q4 2019215.1K$40M+5.51%
Q3 2019215.5K$37M+5.77%
Q2 2019218.4K$38M+5.84%
Q1 2019217.8K$34M+5.60%
Q4 2018218.4K$29M+5.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Private Wealth Partners, LLC’s full portfolio or all institutional holders of V.