Bartlett & Co Wealth Management’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 | $8.19M | Sell |
25,048
-636
| -2% | -$205K | 0.1% | 114 |
|
|
2025
Q4 | $9.01M | Buy |
25,684
+398
| +2% | +$136K | 0.12% | 110 |
|
|
2025
Q3 | $8.63M | Sell |
25,286
-623
| -2% | -$216K | 0.11% | 112 |
|
|
2025
Q2 | $9.2M | Buy |
25,909
+555
| +2% | +$193K | 0.13% | 107 |
|
|
2025
Q1 | $8.89M | Buy |
25,354
+30
| +0.1% | +$10.2K | 0.13% | 108 |
|
|
2024
Q4 | $8M | Sell |
25,324
-425
| -2% | -$128K | 0.12% | 112 |
|
|
2024
Q3 | $7.08M | Sell |
25,749
-276
| -1% | -$74.6K | 0.1% | 118 |
|
|
2024
Q2 | $6.83M | Buy |
26,025
+135
| +0.5% | +$37K | 0.1% | 116 |
|
|
2024
Q1 | $7.23M | Buy |
25,890
+955
| +4% | +$264K | 0.11% | 114 |
|
|
2023
Q4 | $6.49M | Buy |
24,935
+334
| +1% | +$82.3K | 0.11% | 125 |
|
|
2023
Q3 | $5.66M | Buy |
24,601
+2,029
| +9% | +$488K | 0.1% | 122 |
|
|
2023
Q2 | $5.36M | Buy |
22,572
+8,531
| +61% | +$1.95M | 0.09% | 130 |
|
|
2023
Q1 | $3.17M | Sell |
14,041
-200
| -1% | -$44.5K | 0.06% | 146 |
|
|
2022
Q4 | $2.96M | Sell |
14,241
-320
| -2% | -$64.5K | 0.06% | 153 |
|
|
2022
Q3 | $2.59M | Sell |
14,561
-415
| -3% | -$84.4K | 0.06% | 152 |
|
|
2022
Q2 | $2.95M | Buy |
14,976
+101
| +0.7% | +$20.9K | 0.06% | 148 |
|
|
2022
Q1 | $3.3M | Sell |
14,875
-800
| -5% | -$173K | 0.06% | 151 |
|
|
2021
Q4 | $3.4M | Buy |
15,675
+771
| +5% | +$166K | 0.06% | 152 |
|
|
2021
Q3 | $3.32M | Buy |
14,904
+288
| +2% | +$67.5K | 0.06% | 145 |
|
|
2021
Q2 | $3.42M | Buy |
14,616
+224
| +2% | +$51.2K | 0.07% | 144 |
|
|
2021
Q1 | $3.05M | Buy |
14,392
+95
| +0.7% | +$20K | 0.06% | 146 |
|
|
2020
Q4 | $3.13M | Sell |
14,297
-192
| -1% | -$39.3K | 0.07% | 146 |
|
|
2020
Q3 | $2.9M | Buy |
14,489
+156
| +1% | +$31.2K | 0.07% | 143 |
|
|
2020
Q2 | $2.77M | Buy |
14,333
+543
| +4% | +$99.2K | 0.07% | 145 |
|
|
2020
Q1 | $2.22M | Sell |
13,790
-557
| -4% | -$105K | 0.07% | 150 |
|
|
2019
Q4 | $2.7M | Buy |
14,347
+230
| +2% | +$41.4K | 0.07% | 154 |
|
|
2019
Q3 | $2.43M | Buy |
14,117
+9,926
| +237% | +$1.77M | 0.06% | 155 |
|
|
2019
Q2 | $727K | Hold |
4,191
| – | – | 0.03% | 185 |
|
|
2019
Q1 | $655K | Buy |
4,191
+134
| +3% | +$19.3K | 0.03% | 188 |
|
|
2018
Q4 | $535K | Hold |
4,057
| – | – | 0.02% | 194 |
|
|
2018
Q3 | $609K | Buy |
4,057
+829
| +26% | +$118K | 0.02% | 192 |
|
|
2018
Q2 | $428K | Sell |
3,228
-210
| -6% | -$27K | 0.02% | 211 |
|
|
2018
Q1 | $411K | Buy |
+3,438
| New | +$417K | 0.02% | 208 |
|
Other funds holding V
VCM
VPM
Bartlett & Co Wealth Management's V Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Visa (V) stake by 2.5% in Q1 2026, selling an estimated $205K and leaving 25,048 shares worth $8.19M. The position accounts for 0.1% of the portfolio, ranked #114.
Bartlett & Co Wealth Management first reported a position in V in Q1 2018 and has held it in 33 quarters since. The position peaked at $9.2M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Bartlett & Co Wealth Management held 25,048 shares of Visa worth $8.19M as of Q1 2026.
- Bartlett & Co Wealth Management sold 636 Visa shares in Q1 2026, an estimated $205K.
- Visa made up 0.1% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #114 holding.
- Bartlett & Co Wealth Management first reported a position in Visa in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Visa position peaked at $9.2M in Q2 2025.
- 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.