Chartist Inc’s Visa V Stock Holding History

Chartist Inc’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	$233K	Hold	770	–	–	0.17%	17
2025 Q4	$270K	Hold	770	–	–	0.18%	17
2025 Q3	$263K	Buy	+770	New	+$266K	0.18%	19
2024 Q4	$243K	Hold	770	–	–	0.13%	23
2024 Q3	$212K	Hold	770	–	–	0.11%	25
2024 Q2	$202K	Hold	770	–	–	0.1%	28
2024 Q1	$215K	Sell	770 -40	-5%	-$11K	0.11%	26
2023 Q4	$211K	Buy	+810	New	+$200K	0.11%	26
2015 Q1	–	Sell	-6,008	Closed	-$398K	–	56
2014 Q4	$398K	Buy	+6,008	New	+$362K	0.19%	42
2014 Q3	–	Sell	-6,008	Closed	-$323K	–	58
2014 Q2	$323K	Buy	+6,008	New	+$314K	0.16%	44
2014 Q1	–	Sell	-6,008	Closed	-$333K	–	54
2013 Q4	$333K	Buy	6,008 +80	+1%	+$4.03K	0.17%	41
2013 Q3	$285K	Hold	5,928	–	–	0.16%	39
2013 Q2	$276K	Buy	+5,928	New	+$259K	0.16%	39

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

Chartist Inc's V Position: Q1 2026 in Review

Chartist Inc held its Visa (V) position steady in Q1 2026 at 770 shares worth $233K. The position accounts for 0.17% of the portfolio, ranked #17.

Chartist Inc first reported a position in V in Q2 2013 and has held it in 13 quarters since. The position peaked at $398K in Q4 2014. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Chartist Inc held 770 shares of Visa worth $233K as of Q1 2026.
Chartist Inc left its Visa share count unchanged in Q1 2026.
Visa made up 0.17% of Chartist Inc's portfolio in Q1 2026, its #17 holding.
Chartist Inc first reported a position in Visa in Q2 2013 and has held it in 13 quarters since.
Chartist Inc's Visa position peaked at $398K in Q4 2014.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Chartist Inc's 13F filing for Q1 2026, filed 14 May 2026.