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Berkshire Money Management’s Visa V Stock Holding History

Berkshire Money Management’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 		– Sell
-1,989
Closed -$698K – 123
2025
Q4 		$698K Buy
+1,989
New +$678K 0.07% 57
2025
Q3 		– Sell
-1,377
Closed -$489K – 131
2025
Q2 		$489K Sell
1,377
-104
-7% -$36.2K 0.05% 63
2025
Q1 		$519K Buy
1,481
+104
+8% +$35.2K 0.06% 50
2024
Q4 		$435K Buy
+1,377
New +$414K 0.05% 58
2024
Q2 		– Sell
-1,104
Closed -$308K – 79
2024
Q1 		$308K Buy
+1,104
New +$305K 0.04% 62

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Berkshire Money Management's V Position: Q1 2026 in Review

Berkshire Money Management sold out of Visa (V) in Q1 2026, closing a stake of 1,989 shares — an estimated $698K sold.

Berkshire Money Management first reported a position in V in Q1 2024 and held it in 5 quarters. The position peaked at $698K in Q4 2025. 4,468 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Berkshire Money Management reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Berkshire Money Management sold 1,989 Visa shares in Q1 2026, an estimated $698K.
  • Berkshire Money Management first reported a position in Visa in Q1 2024 and held it in 5 quarters.
  • Berkshire Money Management's Visa position peaked at $698K in Q4 2025.
  • 4,468 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.