BFIC
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Bedell Frazier Investment Counselling’s Visa V Stock Holding History

Bedell Frazier Investment Counselling’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 		$1.29M Sell
4,283
-103
-2% -$33.1K 0.26% 67
2025
Q4 		$1.54M Sell
4,386
-25
-0.6% -$8.52K 0.3% 68
2025
Q3 		$1.51M Sell
4,411
-120
-3% -$41.5K 0.31% 70
2025
Q2 		$1.61M Buy
4,531
+175
+4% +$61K 0.41% 56
2025
Q1 		$1.53M Sell
4,356
-570
-12% -$193K 0.39% 52
2024
Q4 		$1.56M Sell
4,926
-236
-5% -$71K 0.39% 54
2024
Q3 		$1.42M Sell
5,162
-3
-0.1% -$811 0.34% 53
2024
Q2 		$1.36M Buy
5,165
+13
+0.3% +$3.56K 0.33% 62
2024
Q1 		$1.44M Buy
5,152
+138
+3% +$38.1K 0.36% 59
2023
Q4 		$1.31M Sell
5,014
-43
-0.9% -$10.6K 0.36% 52
2023
Q3 		$1.16M Hold
5,057
– – 0.35% 51
2023
Q2 		$1.2M Sell
5,057
-179
-3% -$41K 0.35% 52
2023
Q1 		$1.18M Buy
5,236
+125
+2% +$27.8K 0.35% 49
2022
Q4 		$1.06M Hold
5,111
– – 0.28% 58
2022
Q3 		$908K Buy
5,111
+2,050
+67% +$417K 0.26% 56
2022
Q2 		$603K Hold
3,061
– – 0.19% 52
2022
Q1 		$679K Sell
3,061
-29
-0.9% -$6.27K 0.17% 61
2021
Q4 		$670K Buy
3,090
+2,019
+189% +$433K 0.16% 68
2021
Q3 		$239K Hold
1,071
– – 0.07% 87
2021
Q2 		$250K Buy
1,071
+8
+0.8% +$1.83K 0.06% 89
2021
Q1 		$225K Buy
+1,063
New +$224K 0.06% 84

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bedell Frazier Investment Counselling's V Position: Q1 2026 in Review

Bedell Frazier Investment Counselling reduced its Visa (V) stake by 2.3% in Q1 2026, selling an estimated $33.1K and leaving 4,283 shares worth $1.29M. The position accounts for 0.26% of the portfolio, ranked #67.

Bedell Frazier Investment Counselling first reported a position in V in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.61M in Q2 2025. 4,461 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Bedell Frazier Investment Counselling held 4,283 shares of Visa worth $1.29M as of Q1 2026.
  • Bedell Frazier Investment Counselling sold 103 Visa shares in Q1 2026, an estimated $33.1K.
  • Visa made up 0.26% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #67 holding.
  • Bedell Frazier Investment Counselling first reported a position in Visa in Q1 2021 and has held it in 21 quarters since.
  • Bedell Frazier Investment Counselling's Visa position peaked at $1.61M in Q2 2025.
  • 4,461 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.