Bellevue Group’s Visa V Stock Holding History

Bellevue Group’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	$423K	Hold	1,400	–	–	0.01%	117
2025 Q4	$491K	Buy	+1,400	New	+$477K	0.01%	135

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bellevue Group's V Position: Q1 2026 in Review

Bellevue Group held its Visa (V) position steady in Q1 2026 at 1,400 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #117.

Bellevue Group first reported a position in V in Q4 2025 and has held it in 2 quarters since. The position peaked at $491K in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Bellevue Group held 1,400 shares of Visa worth $423K as of Q1 2026.
Bellevue Group left its Visa share count unchanged in Q1 2026.
Visa made up 0.01% of Bellevue Group's portfolio in Q1 2026, its #117 holding.
Bellevue Group first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
Bellevue Group's Visa position peaked at $491K in Q4 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.