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Carroll Investors’s Visa V Stock Holding History

Carroll Investors’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
-588
Closed -$206K – 35
2025
Q4 		$206K Sell
588
-38
-6% -$12.9K 0.1% 31
2025
Q3 		$214K Hold
626
– – 0.1% 30
2025
Q2 		$222K Hold
626
– – 0.12% 27
2025
Q1 		$219K Buy
+626
New +$212K 0.15% 29
2023
Q1 		– Sell
-1,131
Closed -$235K – 46
2022
Q4 		$235K Sell
1,131
-56
-5% -$11.3K 0.25% 38
2022
Q3 		$212K Buy
+1,187
New +$242K 0.17% 41
2022
Q2 		– Sell
-1,453
Closed -$318K – 159
2022
Q1 		$318K Sell
1,453
-19,976
-93% -$4.32M 0.2% 28
2021
Q4 		$4.58M Buy
+21,429
New +$4.6M 2.6% 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

Carroll Investors's V Position: Q1 2026 in Review

Carroll Investors sold out of Visa (V) in Q1 2026, closing a stake of 588 shares — an estimated $206K sold.

Carroll Investors first reported a position in V in Q4 2021 and held it in 8 quarters. The position peaked at $4.58M in Q4 2021. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Carroll Investors reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Carroll Investors sold 588 Visa shares in Q1 2026, an estimated $206K.
  • Carroll Investors first reported a position in Visa in Q4 2021 and held it in 8 quarters.
  • Carroll Investors's Visa position peaked at $4.58M in Q4 2021.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Carroll Investors's 13F filing for Q1 2026, filed 15 May 2026.