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Beech Hill Advisors’s Visa V Stock Holding History

Beech Hill Advisors’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 		$2.9M Buy
9,590
+1,984
+26% +$638K 1.45% 27
2025
Q4 		$2.67M Sell
7,606
-84
-1% -$28.6K 1.28% 36
2025
Q3 		$2.63M Sell
7,690
-955
-11% -$331K 1.23% 33
2025
Q2 		$3.07M Sell
8,645
-3,353
-28% -$1.17M 1.38% 27
2025
Q1 		$4.2M Sell
11,998
-2,673
-18% -$904K 1.67% 19
2024
Q4 		$4.64M Sell
14,671
-291
-2% -$87.5K 1.74% 19
2024
Q3 		$4.11M Buy
14,962
+482
+3% +$130K 1.56% 21
2024
Q2 		$3.8M Sell
14,480
-205
-1% -$56.2K 1.57% 22
2024
Q1 		$4.1M Sell
14,685
-191
-1% -$52.7K 1.7% 18
2023
Q4 		$3.87M Sell
14,876
-457
-3% -$113K 1.87% 17
2023
Q3 		$3.53M Sell
15,333
-120
-0.8% -$28.8K 1.78% 20
2023
Q2 		$3.67M Sell
15,453
-210
-1% -$48.1K 1.78% 23
2023
Q1 		$3.53M Sell
15,663
-131
-0.8% -$29.2K 1.78% 22
2022
Q4 		$3.28M Sell
15,794
-624
-4% -$126K 1.82% 22
2022
Q3 		$2.92M Sell
16,418
-345
-2% -$70.2K 1.67% 25
2022
Q2 		$3.3M Sell
16,763
-725
-4% -$150K 1.76% 21
2022
Q1 		$3.88M Buy
17,488
+1
+0% +$216 1.58% 22
2021
Q4 		$3.79M Buy
17,487
+466
+3% +$100K 1.44% 28
2021
Q3 		$3.79M Buy
17,021
+51
+0.3% +$12K 1.57% 25
2021
Q2 		$3.97M Sell
16,970
-117
-0.7% -$26.7K 1.61% 22
2021
Q1 		$3.62M Buy
17,087
+1,222
+8% +$257K 1.5% 29
2020
Q4 		$3.47M Buy
15,865
+10,760
+211% +$2.2M 1.54% 27
2020
Q3 		$1.02M Hold
5,105
– – 0.5% 47
2020
Q2 		$986K Buy
+5,105
New +$933K 0.5% 48

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

Beech Hill Advisors's V Position: Q1 2026 in Review

Beech Hill Advisors increased its Visa (V) stake by 26% in Q1 2026, buying an estimated $638K and bringing the position to 9,590 shares worth $2.9M. The position accounts for 1.45% of the portfolio, ranked #27.

Beech Hill Advisors first reported a position in V in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.64M in Q4 2024. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Beech Hill Advisors held 9,590 shares of Visa worth $2.9M as of Q1 2026.
  • Beech Hill Advisors bought 1,984 Visa shares in Q1 2026, an estimated $638K.
  • Visa made up 1.45% of Beech Hill Advisors's portfolio in Q1 2026, its #27 holding.
  • Beech Hill Advisors first reported a position in Visa in Q2 2020 and has held it in 24 quarters since.
  • Beech Hill Advisors's Visa position peaked at $4.64M in Q4 2024.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Beech Hill Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.