Atria Investments’s Visa V Stock Holding History

Atria Investments’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	$44.4M	Sell	146,800 -16,314	-10%	-$5.25M	0.5%	36
2025 Q4	$57.2M	Sell	163,114 -12,485	-7%	-$4.25M	0.65%	22
2025 Q3	$59.9M	Sell	175,599 -15,728	-8%	-$5.44M	0.69%	20
2025 Q2	$67.9M	Buy	191,327 +1,234	+0.6%	+$430K	0.8%	15
2025 Q1	$66.6M	Sell	190,093 -8,978	-5%	-$3.04M	0.85%	10
2024 Q4	$62.9M	Sell	199,071 -3,986	-2%	-$1.2M	0.78%	16
2024 Q3	$55.8M	Buy	203,057 +1,273	+0.6%	+$344K	0.69%	17
2024 Q2	$53M	Buy	201,784 +4,385	+2%	+$1.2M	0.69%	18
2024 Q1	$55.1M	Buy	197,399 +10,222	+5%	+$2.82M	0.76%	16
2023 Q4	$48.7M	Buy	187,177 +6,769	+4%	+$1.67M	0.75%	15
2023 Q3	$41.5M	Buy	180,408 +6,279	+4%	+$1.51M	0.74%	18
2023 Q2	$41.3M	Buy	174,129 +8,031	+5%	+$1.84M	0.75%	15
2023 Q1	$37.4M	Sell	166,098 -3,615	-2%	-$805K	0.71%	18
2022 Q4	$35.3M	Buy	169,713 +10,497	+7%	+$2.12M	0.72%	20
2022 Q3	$28.3M	Sell	159,216 -959	-0.6%	-$195K	0.62%	25
2022 Q2	$31.5M	Buy	160,175 +1,889	+1%	+$390K	0.66%	23
2022 Q1	$35.1M	Buy	158,286 +14,373	+10%	+$3.11M	0.61%	26
2021 Q4	$31.2M	Buy	143,913 +10,436	+8%	+$2.24M	0.56%	28
2021 Q3	$29.7M	Buy	133,477 +7,188	+6%	+$1.69M	0.54%	29
2021 Q2	$29.5M	Buy	126,289 +5,196	+4%	+$1.19M	0.57%	27
2021 Q1	$25.6M	Sell	121,093 -2,921	-2%	-$615K	0.57%	30
2020 Q4	$27.1M	Buy	124,014 +461	+0.4%	+$94.3K	0.65%	23
2020 Q3	$24.7M	Sell	123,553 -1,299	-1%	-$259K	0.75%	21
2020 Q2	$24.1M	Buy	124,852 +4,896	+4%	+$894K	0.83%	20
2020 Q1	$19.3M	Buy	119,956 +3,946	+3%	+$743K	1.48%	10
2019 Q4	$21.8M	Buy	116,010 +57,141	+97%	+$10.3M	0.59%	24
2019 Q3	$10.1M	Buy	58,869 +7,435	+14%	+$1.32M	0.36%	61
2019 Q2	$9.06M	Buy	51,434 +4,231	+9%	+$693K	0.34%	63
2019 Q1	$7.37M	Sell	47,203 -521	-1%	-$75.1K	0.31%	67
2018 Q4	$6.3M	Buy	47,724 +1,504	+3%	+$208K	0.28%	61
2018 Q3	$6.94M	Sell	46,220 -270	-0.6%	-$38.4K	0.27%	68
2018 Q2	$6.16M	Sell	46,490 -56	-0.1%	-$7.21K	0.27%	66
2018 Q1	$5.57M	Buy	46,546 +7,325	+19%	+$888K	0.27%	65
2017 Q4	$4.47M	Buy	39,221 +7,646	+24%	+$844K	0.22%	79
2017 Q3	$3.32M	Buy	31,575 +3,037	+11%	+$308K	0.18%	112
2017 Q2	$2.68M	Buy	28,538 +902	+3%	+$83.7K	0.16%	135
2017 Q1	$2.46M	Sell	27,636 -964	-3%	-$82.9K	0.16%	135
2016 Q4	$2.23M	Buy	28,600 +3,289	+13%	+$264K	0.17%	111
2016 Q3	$2.09M	Buy	25,311 +1,869	+8%	+$150K	0.19%	87
2016 Q2	$1.77M	Buy	23,442 +224	+1%	+$17.5K	0.19%	89
2016 Q1	$1.78M	Sell	23,218 -2,033	-8%	-$148K	0.2%	77
2015 Q4	$1.84M	Buy	25,251 +3,157	+14%	+$245K	0.2%	78
2015 Q3	$1.54M	Buy	22,094 +2,696	+14%	+$192K	0.21%	73
2015 Q2	$1.3M	Buy	19,398 +1,563	+9%	+$106K	0.15%	99
2015 Q1	$1.17M	Sell	17,835 -353	-2%	-$23.3K	0.13%	116
2014 Q4	$1.19M	Sell	18,188 -1,500	-8%	-$90.3K	0.13%	130
2014 Q3	$1.05M	Buy	19,688 +232	+1%	+$12.5K	0.11%	161
2014 Q2	$1.02M	Buy	19,456 +4,700	+32%	+$246K	0.1%	163
2014 Q1	$796K	Buy	14,756 +2,552	+21%	+$142K	0.08%	209
2013 Q4	$679K	Buy	12,204 +1,060	+10%	+$53.4K	0.07%	236
2013 Q3	$532K	Buy	+11,144	New	+$515K	0.06%	270

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

Atria Investments's V Position: Q1 2026 in Review

Atria Investments reduced its Visa (V) stake by 10% in Q1 2026, selling an estimated $5.25M and leaving 146,800 shares worth $44.4M. The position accounts for 0.5% of the portfolio, ranked #36.

Atria Investments first reported a position in V in Q3 2013 and has held it in 51 quarters since. The position peaked at $67.9M in Q2 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Atria Investments held 146,800 shares of Visa worth $44.4M as of Q1 2026.
Atria Investments sold 16,314 Visa shares in Q1 2026, an estimated $5.25M.
Visa made up 0.5% of Atria Investments's portfolio in Q1 2026, its #36 holding.
Atria Investments first reported a position in Visa in Q3 2013 and has held it in 51 quarters since.
Atria Investments's Visa position peaked at $67.9M in Q2 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.