Choate Investment Advisors’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 | $31.9M | Sell |
105,625
-136
| -0.1% | -$43.7K | 0.62% | 25 |
|
|
2025
Q4 | $37.1M | Buy |
105,761
+2,221
| +2% | +$757K | 0.73% | 23 |
|
|
2025
Q3 | $35.3M | Sell |
103,540
-462
| -0.4% | -$160K | 0.73% | 21 |
|
|
2025
Q2 | $36.9M | Buy |
104,002
+199
| +0.2% | +$69.4K | 0.8% | 17 |
|
|
2025
Q1 | $36.4M | Buy |
103,803
+33
| +0% | +$11.2K | 0.9% | 17 |
|
|
2024
Q4 | $32.8M | Buy |
103,770
+768
| +0.7% | +$231K | 0.79% | 17 |
|
|
2024
Q3 | $28.3M | Buy |
103,002
+2,018
| +2% | +$546K | 0.72% | 19 |
|
|
2024
Q2 | $26.5M | Sell |
100,984
-2,687
| -3% | -$736K | 0.69% | 18 |
|
|
2024
Q1 | $28.9M | Buy |
103,671
+1,796
| +2% | +$496K | 0.78% | 16 |
|
|
2023
Q4 | $26.5M | Buy |
101,875
+77,572
| +319% | +$19.1M | 0.82% | 16 |
|
|
2023
Q3 | $5.59M | Buy |
24,303
+7,961
| +49% | +$1.91M | 0.22% | 49 |
|
|
2023
Q2 | $3.88M | Buy |
16,342
+3,748
| +30% | +$858K | 0.16% | 57 |
|
|
2023
Q1 | $2.84M | Hold |
12,594
| – | – | 0.14% | 66 |
|
|
2022
Q4 | $2.62M | Buy |
12,594
+3,861
| +44% | +$779K | 0.16% | 69 |
|
|
2022
Q3 | $1.55M | Sell |
8,733
-398
| -4% | -$81K | 0.1% | 83 |
|
|
2022
Q2 | $1.8M | Sell |
9,131
-3,578
| -28% | -$739K | 0.11% | 79 |
|
|
2022
Q1 | $2.82M | Buy |
12,709
+5,144
| +68% | +$1.11M | 0.15% | 68 |
|
|
2021
Q4 | $1.64M | Buy |
7,565
+2,368
| +46% | +$508K | 0.1% | 93 |
|
|
2021
Q3 | $1.16M | Buy |
5,197
+65
| +1% | +$15.2K | 0.07% | 113 |
|
|
2021
Q2 | $1.2M | Buy |
5,132
+702
| +16% | +$160K | 0.07% | 111 |
|
|
2021
Q1 | $938K | Buy |
4,430
+203
| +5% | +$42.7K | 0.06% | 128 |
|
|
2020
Q4 | $925K | Sell |
4,227
-2,221
| -34% | -$455K | 0.06% | 119 |
|
|
2020
Q3 | $1.29M | Buy |
6,448
+425
| +7% | +$84.9K | 0.08% | 89 |
|
|
2020
Q2 | $1.16M | Buy |
6,023
+316
| +6% | +$57.7K | 0.08% | 87 |
|
|
2020
Q1 | $920K | Buy |
5,707
+3,465
| +155% | +$653K | 0.07% | 104 |
|
|
2019
Q4 | $421K | Hold |
2,242
| – | – | 0.03% | 170 |
|
|
2019
Q3 | $386K | Hold |
2,242
| – | – | 0.02% | 173 |
|
|
2019
Q2 | $389K | Sell |
2,242
-124
| -5% | -$20.3K | 0.02% | 177 |
|
|
2019
Q1 | $370K | Buy |
2,366
+36
| +2% | +$5.19K | 0.02% | 181 |
|
|
2018
Q4 | $307K | Sell |
2,330
-84
| -3% | -$11.6K | 0.02% | 178 |
|
|
2018
Q3 | $362K | Buy |
+2,414
| New | +$343K | 0.02% | 159 |
|
Other funds holding V
VCM
VPM
Choate Investment Advisors's V Position: Q1 2026 in Review
Choate Investment Advisors reduced its Visa (V) stake by 0.13% in Q1 2026, selling an estimated $43.7K and leaving 105,625 shares worth $31.9M. The position accounts for 0.62% of the portfolio, ranked #25.
Choate Investment Advisors first reported a position in V in Q3 2018 and has held it in 31 quarters since. The position peaked at $37.1M in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Choate Investment Advisors held 105,625 shares of Visa worth $31.9M as of Q1 2026.
- Choate Investment Advisors sold 136 Visa shares in Q1 2026, an estimated $43.7K.
- Visa made up 0.62% of Choate Investment Advisors's portfolio in Q1 2026, its #25 holding.
- Choate Investment Advisors first reported a position in Visa in Q3 2018 and has held it in 31 quarters since.
- Choate Investment Advisors's Visa position peaked at $37.1M in Q4 2025.
- 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.