Alpha Family Trust’s Visa V Stock Holding History

Alpha Family Trust’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	$1.27M	Hold	4,190	–	–	0.61%	26
2025 Q4	$1.47M	Hold	4,190	–	–	0.67%	22
2025 Q3	$1.43M	Hold	4,190	–	–	0.67%	20
2025 Q2	$1.49M	Hold	4,190	–	–	0.74%	19
2025 Q1	$1.47M	Hold	4,190	–	–	0.86%	15
2024 Q4	$1.32M	Hold	4,190	–	–	0.74%	16
2024 Q3	$1.15M	Hold	4,190	–	–	0.64%	23
2024 Q2	$1.1M	Hold	4,190	–	–	0.64%	28
2024 Q1	$1.17M	Hold	4,190	–	–	0.71%	23
2023 Q4	$1.09M	Hold	4,190	–	–	0.74%	24
2023 Q3	$964K	Hold	4,190	–	–	0.73%	24
2023 Q2	$995K	Hold	4,190	–	–	0.69%	22
2023 Q1	$945K	Buy	4,190 +180	+4%	+$40.1K	0.75%	19
2022 Q4	$833K	Buy	+4,010	New	+$809K	0.75%	22
2022 Q3	–	Sell	-1,900	Closed	-$374K	–	61
2022 Q2	$374K	Buy	+1,900	New	+$393K	0.24%	28

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Alpha Family Trust's V Position: Q1 2026 in Review

Alpha Family Trust held its Visa (V) position steady in Q1 2026 at 4,190 shares worth $1.27M. The position accounts for 0.61% of the portfolio, ranked #26.

Alpha Family Trust first reported a position in V in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.49M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Alpha Family Trust held 4,190 shares of Visa worth $1.27M as of Q1 2026.
Alpha Family Trust left its Visa share count unchanged in Q1 2026.
Visa made up 0.61% of Alpha Family Trust's portfolio in Q1 2026, its #26 holding.
Alpha Family Trust first reported a position in Visa in Q2 2022 and has held it in 15 quarters since.
Alpha Family Trust's Visa position peaked at $1.49M in Q2 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.