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BIP Wealth’s Visa V Stock Holding History

BIP Wealth’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 		$1.8M Sell
5,954
-1,733
-23% -$557K 0.07% 140
2025
Q4 		$2.7M Buy
7,687
+3,183
+71% +$1.08M 0.1% 124
2025
Q3 		$1.54M Buy
4,504
+1,736
+63% +$601K 0.08% 99
2025
Q2 		$983K Sell
2,768
-166
-6% -$57.9K 0.06% 103
2025
Q1 		$1.03M Sell
2,934
-264
-8% -$89.3K 0.07% 97
2024
Q4 		$1.01M Buy
3,198
+590
+23% +$177K 0.07% 100
2024
Q3 		$717K Buy
2,608
+54
+2% +$14.6K 0.05% 111
2024
Q2 		$670K Sell
2,554
-194
-7% -$53.2K 0.05% 98
2024
Q1 		$767K Buy
2,748
+1,034
+60% +$285K 0.06% 98
2023
Q4 		$446K Buy
1,714
+1
+0.1% +$246 0.04% 122
2023
Q3 		$394K Buy
1,713
+519
+43% +$125K 0.04% 118
2023
Q2 		$284K Sell
1,194
-104
-8% -$23.8K 0.02% 146
2023
Q1 		$293K Buy
+1,298
New +$289K 0.03% 149

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

BIP Wealth's V Position: Q1 2026 in Review

BIP Wealth reduced its Visa (V) stake by 23% in Q1 2026, selling an estimated $557K and leaving 5,954 shares worth $1.8M. The position accounts for 0.07% of the portfolio, ranked #140.

BIP Wealth first reported a position in V in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.7M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • BIP Wealth held 5,954 shares of Visa worth $1.8M as of Q1 2026.
  • BIP Wealth sold 1,733 Visa shares in Q1 2026, an estimated $557K.
  • Visa made up 0.07% of BIP Wealth's portfolio in Q1 2026, its #140 holding.
  • BIP Wealth first reported a position in Visa in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's Visa position peaked at $2.7M in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.