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Bellwether Advisors’s Visa V Stock Holding History

Bellwether 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 		$249K Sell
824
-164
-17% -$52.7K 0.04% 141
2025
Q4 		$347K Sell
988
-5,998
-86% -$2.04M 0.06% 100
2025
Q3 		$2.38M Sell
6,986
-847
-11% -$293K 0.39% 54
2025
Q2 		$2.78M Buy
7,833
+6,910
+749% +$2.41M 0.48% 49
2025
Q1 		$323K Sell
923
-45
-5% -$15.2K 0.07% 99
2024
Q4 		$306K Buy
968
+47
+5% +$14.1K 0.05% 105
2024
Q3 		$253K Sell
921
-30
-3% -$8.11K 0.05% 106
2024
Q2 		$250K Buy
951
+97
+11% +$26.6K 0.05% 106
2024
Q1 		$238K Buy
854
+13
+2% +$3.59K 0.05% 110
2023
Q4 		$219K Sell
841
-6,100
-88% -$1.5M 0.05% 109
2023
Q3 		$1.6M Buy
+6,941
New +$1.67M 0.43% 50
2023
Q2 		– Sell
-799
Closed -$180K – 429
2023
Q1 		$180K Hold
799
– – 0.05% 125
2022
Q4 		$166K Sell
799
-143
-15% -$28.8K 0.05% 129
2022
Q3 		$167K Sell
942
-2,109
-69% -$429K 0.06% 106
2022
Q2 		$600K Buy
3,051
+226
+8% +$46.7K 0.19% 74
2022
Q1 		$626K Buy
2,825
+2,236
+380% +$484K 0.19% 88
2021
Q4 		$127K Hold
589
– – 0.04% 142
2021
Q3 		$131K Buy
589
+74
+14% +$17.4K 0.04% 162
2021
Q2 		$120K Hold
515
– – 0.04% 147
2021
Q1 		$109K Hold
515
– – 0.04% 132
2020
Q4 		$112K Buy
+515
New +$105K 0.05% 125

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

Bellwether Advisors's V Position: Q1 2026 in Review

Bellwether Advisors reduced its Visa (V) stake by 17% in Q1 2026, selling an estimated $52.7K and leaving 824 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #141.

Bellwether Advisors first reported a position in V in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.78M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Bellwether Advisors held 824 shares of Visa worth $249K as of Q1 2026.
  • Bellwether Advisors sold 164 Visa shares in Q1 2026, an estimated $52.7K.
  • Visa made up 0.04% of Bellwether Advisors's portfolio in Q1 2026, its #141 holding.
  • Bellwether Advisors first reported a position in Visa in Q4 2020 and has held it in 21 quarters since.
  • Bellwether Advisors's Visa position peaked at $2.78M in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.