1834 Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.57M | Sell |
5,200
-101
| -2% | -$32.5K | 0.2% | 92 |
|
|
2025
Q4 | $1.86M | Buy |
5,301
+8
| +0.2% | +$2.73K | 0.23% | 85 |
|
|
2025
Q3 | $1.81M | Sell |
5,293
-187
| -3% | -$64.7K | 0.22% | 88 |
|
|
2025
Q2 | $1.95M | Buy |
5,480
+9
| +0.2% | +$3.14K | 0.25% | 85 |
|
|
2025
Q1 | $1.92M | Buy |
5,471
+216
| +4% | +$73.1K | 0.25% | 82 |
|
|
2024
Q4 | $1.66M | Sell |
5,255
-281
| -5% | -$84.5K | 0.21% | 90 |
|
|
2024
Q3 | $1.52M | Sell |
5,536
-925
| -14% | -$250K | 0.18% | 95 |
|
|
2024
Q2 | $1.7M | Buy |
6,461
+629
| +11% | +$172K | 0.2% | 91 |
|
|
2024
Q1 | $1.63M | Sell |
5,832
-3,983
| -41% | -$1.1M | 0.19% | 91 |
|
|
2023
Q4 | $2.56M | Sell |
9,815
-3,555
| -27% | -$876K | 0.31% | 75 |
|
|
2023
Q3 | $3.08M | Buy |
13,370
+128
| +1% | +$30.8K | 0.38% | 66 |
|
|
2023
Q2 | $3.14M | Sell |
13,242
-1,582
| -11% | -$362K | 0.37% | 66 |
|
|
2023
Q1 | $3.34M | Buy |
14,824
+8,650
| +140% | +$1.93M | 0.4% | 62 |
|
|
2022
Q4 | $1.28M | Sell |
6,174
-160
| -3% | -$32.3K | 0.18% | 85 |
|
|
2022
Q3 | $1.13M | Sell |
6,334
-790
| -11% | -$161K | 0.17% | 84 |
|
|
2022
Q2 | $1.4M | Sell |
7,124
-2,358
| -25% | -$487K | 0.2% | 82 |
|
|
2022
Q1 | $2.1M | Sell |
9,482
-990
| -9% | -$214K | 0.26% | 73 |
|
|
2021
Q4 | $2.27M | Buy |
10,472
+893
| +9% | +$192K | 0.26% | 74 |
|
|
2021
Q3 | $2.13M | Sell |
9,579
-179
| -2% | -$42K | 0.26% | 79 |
|
|
2021
Q2 | $2.28M | Buy |
9,758
+5,489
| +129% | +$1.25M | 0.28% | 77 |
|
|
2021
Q1 | $904K | Buy |
4,269
+2,106
| +97% | +$443K | 0.12% | 100 |
|
|
2020
Q4 | $473K | Sell |
2,163
-225
| -9% | -$46K | 0.06% | 131 |
|
|
2020
Q3 | $478K | Buy |
2,388
+50
| +2% | +$9.99K | 0.07% | 124 |
|
|
2020
Q2 | $452K | Buy |
2,338
+45
| +2% | +$8.22K | 0.07% | 121 |
|
|
2020
Q1 | $369K | Hold |
2,293
| – | – | 0.07% | 129 |
|
|
2019
Q4 | $431K | Hold |
2,293
| – | – | 0.07% | 125 |
|
|
2019
Q3 | $394K | Sell |
2,293
-24
| -1% | -$4.28K | 0.06% | 134 |
|
|
2019
Q2 | $402K | Buy |
2,317
+143
| +7% | +$23.4K | 0.06% | 130 |
|
|
2019
Q1 | $340K | Hold |
2,174
| – | – | 0.05% | 138 |
|
|
2018
Q4 | $287K | Hold |
2,174
| – | – | 0.05% | 147 |
|
|
2018
Q3 | $326K | Hold |
2,174
| – | – | 0.05% | 155 |
|
|
2018
Q2 | $288K | Sell |
2,174
-850
| -28% | -$109K | 0.05% | 157 |
|
|
2018
Q1 | $362K | Hold |
3,024
| – | – | 0.06% | 139 |
|
|
2017
Q4 | $345K | Buy |
+3,024
| New | +$334K | 0.05% | 143 |
|
|
2016
Q1 | – | Sell |
-17,756
| Closed | -$1.38M | – | 178 |
|
|
2015
Q4 | $1.38M | Sell |
17,756
-1,467
| -8% | -$114K | 0.32% | 76 |
|
|
2015
Q3 | $1.34M | Buy |
+19,223
| New | +$1.37M | 0.33% | 78 |
|
Other funds holding V
VCM
VPM
1834 Investment Advisors's V Position: Q1 2026 in Review
1834 Investment Advisors reduced its Visa (V) stake by 1.9% in Q1 2026, selling an estimated $32.5K and leaving 5,200 shares worth $1.57M. The position accounts for 0.2% of the portfolio, ranked #92.
1834 Investment Advisors first reported a position in V in Q3 2015 and has held it in 36 quarters since. The position peaked at $3.34M in Q1 2023. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.
- 1834 Investment Advisors held 5,200 shares of Visa worth $1.57M as of Q1 2026.
- 1834 Investment Advisors sold 101 Visa shares in Q1 2026, an estimated $32.5K.
- Visa made up 0.2% of 1834 Investment Advisors's portfolio in Q1 2026, its #92 holding.
- 1834 Investment Advisors first reported a position in Visa in Q3 2015 and has held it in 36 quarters since.
- 1834 Investment Advisors's Visa position peaked at $3.34M in Q1 2023.
- 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.