Boit C.F. David’s Visa V Stock Holding History

Boit C.F. David’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	$9.31M	Hold	26,630	–	–	4.13%	6
2025 Q4	$9.31M	Hold	26,630	–	–	4.03%	7
2025 Q3	$9.09M	Hold	26,630	–	–	4.11%	7
2025 Q2	$9.45M	Hold	26,630	–	–	4.55%	3
2025 Q1	$9.33M	Hold	26,630	–	–	4.68%	4
2024 Q4	$8.42M	Hold	26,630	–	–	3.42%	5
2024 Q3	$7.38M	Hold	26,630	–	–	3.65%	6
2024 Q2	$6.99M	Hold	26,630	–	–	3.64%	6
2024 Q1	$7.12M	Hold	26,630	–	–	3.89%	5
2023 Q4	$6.87M	Buy	26,630 +2,700	+11%	+$665K	3.88%	5
2023 Q3	$5.53M	Hold	23,930	–	–	3.79%	7
2023 Q2	$5.68M	Hold	23,930	–	–	3.77%	6
2023 Q1	$5.57M	Hold	23,930	–	–	3.8%	6
2022 Q4	$4.97M	Hold	23,930	–	–	3.54%	8
2022 Q3	$4.25M	Buy	+23,930	New	+$4.87M	3.46%	8
2022 Q1	$5.34M	Sell	23,930 -700	-3%	-$151K	3.51%	6
2021 Q4	$5.34M	Hold	24,630	–	–	3.39%	7
2021 Q3	$5.68M	Buy	24,630 +1,270	+5%	+$298K	3.9%	6
2021 Q2	$5.46M	Buy	+23,360	New	+$5.34M	4.16%	6

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

Boit C.F. David's V Position: Q1 2026 in Review

Boit C.F. David held its Visa (V) position steady in Q1 2026 at 26,630 shares worth $9.31M. The position accounts for 4.13% of the portfolio, ranked #6.

Boit C.F. David first reported a position in V in Q2 2021 and has held it in 19 quarters since. The position peaked at $9.45M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Boit C.F. David held 26,630 shares of Visa worth $9.31M as of Q1 2026.
Boit C.F. David left its Visa share count unchanged in Q1 2026.
Visa made up 4.13% of Boit C.F. David's portfolio in Q1 2026, its #6 holding.
Boit C.F. David first reported a position in Visa in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's Visa position peaked at $9.45M in Q2 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.