Caitlin John’s Visa V Stock Holding History

Caitlin John’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	$75.8K	Sell	251 -111	-31%	-$35.7K	0.05%	250
2025 Q4	$127K	Sell	362 -297	-45%	-$101K	0.08%	213
2025 Q3	$225K	Buy	659 +2	+0.3%	+$692	0.16%	123
2025 Q2	$233K	Buy	+657	New	+$229K	0.21%	113
2025 Q1	–	Sell	-303	Closed	-$95.7K	–	769
2024 Q4	$95.7K	Sell	303 -8	-3%	-$2.41K	0.06%	177
2024 Q3	$96.3K	Sell	311 -359	-54%	-$97.1K	0.06%	178
2024 Q2	$176K	Sell	670 -4,229	-86%	-$1.16M	0.13%	125
2024 Q1	$1.37M	Buy	4,899 +262	+6%	+$72.3K	1.02%	26
2023 Q4	$1.21M	Buy	+4,637	New	+$1.14M	0.99%	23

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

Caitlin John's V Position: Q1 2026 in Review

Caitlin John reduced its Visa (V) stake by 31% in Q1 2026, selling an estimated $35.7K and leaving 251 shares worth $75.8K. The position accounts for 0.05% of the portfolio, ranked #250.

Caitlin John first reported a position in V in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.37M in Q1 2024. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Caitlin John held 251 shares of Visa worth $75.8K as of Q1 2026.
Caitlin John sold 111 Visa shares in Q1 2026, an estimated $35.7K.
Visa made up 0.05% of Caitlin John's portfolio in Q1 2026, its #250 holding.
Caitlin John first reported a position in Visa in Q4 2023 and has held it in 9 quarters since.
Caitlin John's Visa position peaked at $1.37M in Q1 2024.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.