BPWM
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Badgley Phelps Wealth Managers’s Visa V Stock Holding History

Badgley Phelps Wealth Managers’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 		$60.6M Sell
200,601
-2,424
-1% -$779K 1.21% 22
2025
Q4 		$71.2M Buy
203,025
+2,717
+1% +$926K 1.3% 19
2025
Q3 		$68.4M Sell
200,308
-1,411
-0.7% -$488K 1.44% 18
2025
Q2 		$71.6M Buy
201,719
+1,031
+0.5% +$359K 1.59% 14
2025
Q1 		$70.3M Sell
200,688
-3,028
-1% -$1.02M 1.7% 14
2024
Q4 		$64.4M Sell
203,716
-3,282
-2% -$987K 1.5% 16
2024
Q3 		$56.9M Sell
206,998
-350
-0.2% -$94.6K 1.32% 19
2024
Q2 		$54.4M Sell
207,348
-3,617
-2% -$991K 1.35% 16
2024
Q1 		$58.9M Sell
210,965
-1,292
-0.6% -$357K 1.47% 16
2023
Q4 		$55.3M Buy
212,257
+22,831
+12% +$5.63M 1.51% 14
2023
Q3 		$43.6M Sell
189,426
-2,153
-1% -$518K 1.48% 15
2023
Q2 		$45.5M Buy
191,579
+11,145
+6% +$2.55M 1.5% 13
2023
Q1 		$40.7M Buy
180,434
+3,507
+2% +$781K 1.5% 11
2022
Q4 		$36.8M Buy
176,927
+1,471
+0.8% +$297K 1.47% 14
2022
Q3 		$31.2M Buy
175,456
+3,075
+2% +$626K 1.34% 18
2022
Q2 		$33.9M Buy
172,381
+1,063
+0.6% +$220K 1.39% 16
2022
Q1 		$38M Sell
171,318
-2,298
-1% -$497K 1.32% 19
2021
Q4 		$37.6M Buy
173,616
+1,027
+0.6% +$220K 1.22% 20
2021
Q3 		$38.4M Buy
+172,589
New +$40.5M 1.4% 16

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Badgley Phelps Wealth Managers's V Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Visa (V) stake by 1.2% in Q1 2026, selling an estimated $779K and leaving 200,601 shares worth $60.6M. The position accounts for 1.21% of the portfolio, ranked #22.

Badgley Phelps Wealth Managers first reported a position in V in Q3 2021 and has held it in 19 quarters since. The position peaked at $71.6M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Badgley Phelps Wealth Managers held 200,601 shares of Visa worth $60.6M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 2,424 Visa shares in Q1 2026, an estimated $779K.
  • Visa made up 1.21% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #22 holding.
  • Badgley Phelps Wealth Managers first reported a position in Visa in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Visa position peaked at $71.6M in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.