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Bolthouse Investments’s Visa V Stock Holding History

Bolthouse Investments’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 		$2.2M Hold
7,286
– – 1.99% 12
2025
Q4 		$2.56M Buy
7,286
+582
+9% +$198K 2.27% 11
2025
Q3 		$2.29M Hold
6,704
– – 2.07% 11
2025
Q2 		$2.38M Buy
6,704
+582
+10% +$203K 2.36% 10
2025
Q1 		$2.15M Hold
6,122
– – 2.24% 11
2024
Q4 		$1.93M Buy
+6,122
New +$1.84M 1.79% 13

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

Bolthouse Investments's V Position: Q1 2026 in Review

Bolthouse Investments held its Visa (V) position steady in Q1 2026 at 7,286 shares worth $2.2M. The position accounts for 1.99% of the portfolio, ranked #12.

Bolthouse Investments first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.56M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Bolthouse Investments held 7,286 shares of Visa worth $2.2M as of Q1 2026.
  • Bolthouse Investments left its Visa share count unchanged in Q1 2026.
  • Visa made up 1.99% of Bolthouse Investments's portfolio in Q1 2026, its #12 holding.
  • Bolthouse Investments first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Bolthouse Investments's Visa position peaked at $2.56M in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.