Arrowroot Family Office’s Visa V Stock Holding History

Arrowroot Family Office’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	$1.14M	Sell	3,774 -451	-11%	-$145K	0.38%	60
2025 Q4	$1.48M	Buy	4,225 +115	+3%	+$39.2K	0.54%	45
2025 Q3	$1.4M	Buy	4,110 +292	+8%	+$101K	0.56%	42
2025 Q2	$1.36M	Buy	+3,818	New	+$1.33M	0.61%	44
2024 Q4	$1.24M	Buy	3,938 +2,996	+318%	+$901K	0.65%	40
2024 Q3	$259K	Buy	942 +17	+2%	+$4.6K	0.15%	108
2024 Q2	$243K	Buy	925 +24	+3%	+$6.58K	0.16%	107
2024 Q1	$251K	Buy	901 +99	+12%	+$27.3K	0.16%	112
2023 Q4	$209K	Buy	+802	New	+$198K	0.15%	120

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

Arrowroot Family Office's V Position: Q1 2026 in Review

Arrowroot Family Office reduced its Visa (V) stake by 11% in Q1 2026, selling an estimated $145K and leaving 3,774 shares worth $1.14M. The position accounts for 0.38% of the portfolio, ranked #60.

Arrowroot Family Office first reported a position in V in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.48M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Arrowroot Family Office held 3,774 shares of Visa worth $1.14M as of Q1 2026.
Arrowroot Family Office sold 451 Visa shares in Q1 2026, an estimated $145K.
Visa made up 0.38% of Arrowroot Family Office's portfolio in Q1 2026, its #60 holding.
Arrowroot Family Office first reported a position in Visa in Q4 2023 and has held it in 9 quarters since.
Arrowroot Family Office's Visa position peaked at $1.48M in Q4 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.