Cerity Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $347M | Buy |
1,146,777
+13,643
| +1% | +$4.39M | 0.49% | 35 |
|
|
2025
Q4 | $397M | Buy |
1,133,134
+22,948
| +2% | +$7.82M | 0.58% | 26 |
|
|
2025
Q3 | $379M | Sell |
1,110,186
-2,297
| -0.2% | -$795K | 0.61% | 24 |
|
|
2025
Q2 | $395M | Buy |
1,112,483
+16,705
| +2% | +$5.82M | 0.7% | 24 |
|
|
2025
Q1 | $384M | Buy |
1,095,778
+198,497
| +22% | +$67.2M | 0.78% | 23 |
|
|
2024
Q4 | $276M | Sell |
897,281
-40,424
| -4% | -$12.2M | 0.6% | 28 |
|
|
2024
Q3 | $258M | Buy |
937,705
+167,321
| +22% | +$45.2M | 0.57% | 29 |
|
|
2024
Q2 | $202M | Buy |
770,384
+4,951
| +0.6% | +$1.36M | 0.53% | 32 |
|
|
2024
Q1 | $213M | Sell |
765,433
-359,885
| -32% | -$99.4M | 0.56% | 31 |
|
|
2023
Q4 | $178M | Buy |
1,125,318
+646,587
| +135% | +$159M | 0.58% | 33 |
|
|
2023
Q3 | $110M | Sell |
478,731
-169,429
| -26% | -$40.7M | 0.54% | 41 |
|
|
2023
Q2 | $154M | Buy |
648,160
+16,723
| +3% | +$3.83M | 0.6% | 32 |
|
|
2023
Q1 | $159M | Buy |
631,437
+88,303
| +16% | +$19.7M | 0.38% | 38 |
|
|
2022
Q4 | $113M | Buy |
543,134
+336,612
| +163% | +$67.9M | 0.72% | 21 |
|
|
2022
Q3 | $36.7M | Buy |
206,522
+6,342
| +3% | +$1.29M | 0.44% | 49 |
|
|
2022
Q2 | $39.4M | Sell |
200,180
-33,430
| -14% | -$6.91M | 0.44% | 46 |
|
|
2022
Q1 | $50.7M | Buy |
233,610
+216,688
| +1,281% | +$46.9M | 0.79% | 21 |
|
|
2021
Q4 | $49.7M | Sell |
16,922
-191,461
| -92% | -$41.1M | 0.76% | 23 |
|
|
2021
Q3 | $46.4M | Buy |
208,383
+3,279
| +2% | +$769K | 1.02% | 17 |
|
|
2021
Q2 | $48M | Sell |
205,104
-5,719
| -3% | -$1.31M | 1.05% | 15 |
|
|
2021
Q1 | $44.6M | Buy |
210,823
+79,503
| +61% | +$16.7M | 1.06% | 16 |
|
|
2020
Q4 | $28.7M | Buy |
131,320
+4,856
| +4% | +$994K | 0.92% | 16 |
|
|
2020
Q3 | $25.3M | Buy |
126,464
+66,109
| +110% | +$13.2M | 1.04% | 17 |
|
|
2020
Q2 | $11.7M | Buy |
60,355
+21,647
| +56% | +$3.95M | 0.64% | 26 |
|
|
2020
Q1 | $6.24M | Buy |
38,708
+2,724
| +8% | +$513K | 0.39% | 50 |
|
|
2019
Q4 | $6.76M | Sell |
35,984
-22,053
| -38% | -$3.97M | 0.34% | 59 |
|
|
2019
Q3 | $9.98M | Buy |
58,037
+7,918
| +16% | +$1.41M | 0.59% | 39 |
|
|
2019
Q2 | $8.7M | Sell |
50,119
-28,092
| -36% | -$4.6M | 0.55% | 41 |
|
|
2019
Q1 | $12.2M | Sell |
78,211
-20,305
| -21% | -$2.93M | 0.82% | 20 |
|
|
2018
Q4 | $13M | Buy |
98,516
+11,183
| +13% | +$1.54M | 0.87% | 21 |
|
|
2018
Q3 | $13.1M | Buy |
87,333
+635
| +0.7% | +$90.3K | 0.91% | 20 |
|
|
2018
Q2 | $11.5M | Sell |
86,698
-2,703
| -3% | -$348K | 0.85% | 21 |
|
|
2018
Q1 | $10.7M | Sell |
89,401
-3,212
| -3% | -$389K | 0.82% | 22 |
|
|
2017
Q4 | $10.6M | Buy |
92,613
+709
| +0.8% | +$78.3K | 0.71% | 27 |
|
|
2017
Q3 | $9.67M | Buy |
+91,904
| New | +$9.32M | 0.68% | 28 |
|
|
2017
Q2 | – | Sell |
-81,646
| Closed | -$7.26M | – | 435 |
|
|
2017
Q1 | $7.26M | Buy |
+81,646
| New | +$7.02M | 0.61% | 26 |
|
Other funds holding V
VCM
VPM
Cerity Partners's V Position: Q1 2026 in Review
Cerity Partners increased its Visa (V) stake by 1.2% in Q1 2026, buying an estimated $4.39M and bringing the position to 1,146,777 shares worth $347M. The position accounts for 0.49% of the portfolio, ranked #35.
Cerity Partners first reported a position in V in Q1 2017 and has held it in 36 quarters since. The position peaked at $397M in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Cerity Partners held 1,146,777 shares of Visa worth $347M as of Q1 2026.
- Cerity Partners bought 13,643 Visa shares in Q1 2026, an estimated $4.39M.
- Visa made up 0.49% of Cerity Partners's portfolio in Q1 2026, its #35 holding.
- Cerity Partners first reported a position in Visa in Q1 2017 and has held it in 36 quarters since.
- Cerity Partners's Visa position peaked at $397M in Q4 2025.
- 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.