Skip to main content
Livermore
Livermore
ZHEN

Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

V holding history

Visa Inc. in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
48,196
Value
$16.5M
% of portfolio
1.0%
Quarters held
21
Since Q1 2021
Holdings of V by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648,196$16.5M1.0%−3,893−7.5%ReducedHolders
Q1 202652,089$15.7M1.0%−2,413−4.4%ReducedHolders
Q4 202554,502$19.1M1.1%−2,044−3.6%ReducedHolders
Q3 202556,546$19.3M1.0%−2,611−4.4%ReducedHolders
Q2 202559,157$21.0M1.1%−24,140−29.0%ReducedHolders
Q1 202583,297$29.2M1.2%−7,751−8.5%ReducedHolders
Q4 202491,048$28.8M0.5%+91,048NewHolders
Q3 20240$00.0%−95,808−100.0%Sold outHolders
Q2 202495,808$25.1M0.6%−7,238−7.0%ReducedHolders
Q1 2024103,046$28.8M0.6%−4,772−4.4%ReducedHolders
Q4 2023107,818$28.1M0.7%−18,457−14.6%ReducedHolders
Q3 2023126,275$29.0M0.6%−13,014−9.3%ReducedHolders
Q2 2023139,289$33.1M0.6%−50,798−26.7%ReducedHolders
Q1 2023190,087$42.9M0.6%−15,781−7.7%ReducedHolders
Q4 2022205,868$42.8M0.6%−16,483−7.4%ReducedHolders
Q3 2022222,351$39.5M0.6%+14,459+7.0%AddedHolders
Q2 2022207,892$40.9M0.6%−1,645−0.8%ReducedHolders
Q1 2022209,537$46.5M0.6%+5,320+2.6%AddedHolders
Q4 2021204,217$44.3M0.7%−6,704−3.2%ReducedHolders
Q3 2021210,921$47.0M0.6%−2,084−1.0%ReducedHolders
Q2 2021213,005$49.8M0.6%−51,773−19.6%ReducedHolders
Q1 2021264,778$56.1M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.