Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.79M Buy
25,792
+1,109
+4% +$357K 2.29% 8
2025
Q4
$8.7M Buy
24,683
+2,734
+12% +$931K 2.33% 8
2025
Q3
$7.49M Buy
21,949
+1,998
+10% +$692K 2.05% 7
2025
Q2
$7.08M Sell
19,951
-8,749
-30% -$3.05M 1.56% 18
2025
Q1
$10.1M Sell
28,700
-7,463
-21% -$2.53M 1.85% 11
2024
Q4
$11.4M Sell
36,163
-4,611
-11% -$1.39M 2.08% 10
2024
Q3
$11.2M Sell
40,774
-25,602
-39% -$6.92M 2.05% 10
2024
Q2
$17.4M Buy
66,376
+26,159
+65% +$7.17M 2.44% 5
2024
Q1
$11.2M Sell
40,217
-4,825
-11% -$1.33M 1.65% 20
2023
Q4
$11.7M Sell
45,042
-119
-0.3% -$29.3K 1.79% 10
2023
Q3
$10.4M Buy
45,161
+9,756
+28% +$2.35M 1.71% 12
2023
Q2
$8.41M Buy
35,405
+4,790
+16% +$1.1M 1.44% 34
2023
Q1
$6.9M Sell
30,615
-23,952
-44% -$5.33M 1.26% 37
2022
Q4
$11.3M Sell
54,567
-17,020
-24% -$3.43M 2.12% 12
2022
Q3
$12.7M Buy
71,587
+4,839
+7% +$985K 2.58% 5
2022
Q2
$13.1M Buy
66,748
+1,226
+2% +$253K 2.59% 6
2022
Q1
$14.5M Sell
65,522
-313
-0.5% -$67.7K 2.5% 5
2021
Q4
$14.3M Buy
65,835
+18,061
+38% +$3.88M 2.3% 7
2021
Q3
$10.6M Buy
47,774
+9,955
+26% +$2.33M 1.81% 16
2021
Q2
$8.84M Sell
37,819
-208
-0.5% -$47.6K 1.73% 18
2021
Q1
$8.05M Buy
38,027
+7,334
+24% +$1.54M 1.73% 18
2020
Q4
$6.71M Buy
30,693
+1,389
+5% +$284K 1.47% 31
2020
Q3
$5.86M Buy
29,304
+133
+0.5% +$26.6K 1.46% 35
2020
Q2
$5.63M Hold
29,171
1.53% 27
2020
Q1
$4.7M Buy
29,171
+3,317
+13% +$625K 1.46% 34
2019
Q4
$4.86M Sell
25,854
-21,372
-45% -$3.85M 1.25% 43
2019
Q3
$8.12M Sell
47,226
-6,949
-13% -$1.24M 1.25% 46
2019
Q2
$9.4M Sell
54,175
-6,754
-11% -$1.11M 1.52% 29
2019
Q1
$9.52M Buy
60,929
+8,307
+16% +$1.2M 1.64% 25
2018
Q4
$6.94M Buy
52,622
+866
+2% +$120K 1.46% 38
2018
Q3
$7.77M Buy
51,756
+2,518
+5% +$358K 1.62% 25
2018
Q2
$6.54M Buy
49,238
+441
+0.9% +$56.8K 1.58% 28
2018
Q1
$7.61M Sell
48,797
-8,765
-15% -$1.06M 1.52% 35
2017
Q4
$6.56M Buy
+57,562
New +$6.36M 1.57% 27

Other funds holding V

Bell Asset Management's V Position: Q1 2026 in Review

Bell Asset Management increased its Visa (V) stake by 4.5% in Q1 2026, buying an estimated $357K and bringing the position to 25,792 shares worth $7.79M. The position accounts for 2.29% of the portfolio, ranked #8.

Bell Asset Management first reported a position in V in Q4 2017 and has held it in 34 quarters since. The position peaked at $17.4M in Q2 2024. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Bell Asset Management held 25,792 shares of Visa worth $7.79M as of Q1 2026.
  • Bell Asset Management bought 1,109 Visa shares in Q1 2026, an estimated $357K.
  • Visa made up 2.29% of Bell Asset Management's portfolio in Q1 2026, its #8 holding.
  • Bell Asset Management first reported a position in Visa in Q4 2017 and has held it in 34 quarters since.
  • Bell Asset Management's Visa position peaked at $17.4M in Q2 2024.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Bell Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.