Clarkston Capital Partners’s Visa V Stock Holding History

Clarkston Capital Partners’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	-3,781	Closed	-$1.33M	–	177
2025 Q4	$1.33M	Sell	3,781 -8	-0.2%	-$2.73K	0.03%	116
2025 Q3	$1.29M	Buy	3,789 +26	+0.7%	+$9K	0.03%	112
2025 Q2	$1.34M	Buy	3,763 +135	+4%	+$47.1K	0.03%	103
2025 Q1	$1.27M	Sell	3,628 -124	-3%	-$42K	0.03%	97
2024 Q4	$1.19M	Buy	3,752 +8	+0.2%	+$2.41K	0.02%	100
2024 Q3	$1.03M	Sell	3,744 -150	-4%	-$40.6K	0.02%	101
2024 Q2	$1.02M	Hold	3,894	–	–	0.02%	99
2024 Q1	$1.09M	Sell	3,894 -150	-4%	-$41.4K	0.02%	97
2023 Q4	$1.05M	Sell	4,044 -18	-0.4%	-$4.44K	0.02%	94
2023 Q3	$934K	Hold	4,062	–	–	0.02%	94
2023 Q2	$965K	Buy	4,062 +166	+4%	+$38K	0.02%	94
2023 Q1	$878K	Sell	3,896 -190	-5%	-$42.3K	0.02%	95
2022 Q4	$849K	Sell	4,086 -178	-4%	-$35.9K	0.02%	100
2022 Q3	$757K	Sell	4,264 -20	-0.5%	-$4.07K	0.01%	105
2022 Q2	$843K	Buy	4,284 +225	+6%	+$46.5K	0.02%	100
2022 Q1	$900K	Buy	4,059 +123	+3%	+$26.6K	0.02%	104
2021 Q4	$853K	Buy	3,936 +28	+0.7%	+$6.01K	0.01%	99
2021 Q3	$871K	Buy	3,908 +728	+23%	+$171K	0.02%	84
2021 Q2	$744K	Sell	3,180 -146	-4%	-$33.4K	0.01%	90
2021 Q1	$704K	Buy	3,326 +484	+17%	+$102K	0.01%	93
2020 Q4	$622K	Buy	2,842 +400	+16%	+$81.9K	0.01%	80
2020 Q3	$488K	Buy	2,442 +24	+1%	+$4.79K	0.01%	77
2020 Q2	$467K	Buy	2,418 +535	+28%	+$97.7K	0.01%	73
2020 Q1	$303K	Buy	1,883 +183	+11%	+$34.5K	0.01%	78
2019 Q4	$319K	Hold	1,700	–	–	0.01%	85
2019 Q3	$292K	Hold	1,700	–	–	0.01%	88
2019 Q2	$295K	Hold	1,700	–	–	0.01%	85
2019 Q1	$266K	Sell	1,700 -65	-4%	-$9.37K	0.01%	91
2018 Q4	$233K	Sell	1,765 -310	-15%	-$42.8K	0.01%	92
2018 Q3	$311K	Sell	2,075 -75	-3%	-$10.7K	0.01%	88
2018 Q2	$285K	Buy	2,150 +300	+16%	+$38.6K	0.01%	84
2018 Q1	$221K	Buy	+1,850	New	+$224K	0.01%	87
2017 Q1	–	Sell	-6,505	Closed	-$508K	–	121
2016 Q4	$508K	Sell	6,505 -25	-0.4%	-$2.01K	0.02%	95
2016 Q3	$540K	Sell	6,530 -1,110	-15%	-$88.9K	0.03%	93
2016 Q2	$567K	Sell	7,640 -2,360	-24%	-$185K	0.03%	91
2016 Q1	$765K	Sell	10,000 -5,390	-35%	-$392K	0.04%	80
2015 Q4	$1.19M	Sell	15,390 -1,150	-7%	-$89.1K	0.08%	67
2015 Q3	$1.15M	Sell	16,540 -1,134	-6%	-$80.9K	0.11%	72
2015 Q2	$1.19M	Sell	17,674 -658	-4%	-$44.6K	0.12%	75
2015 Q1	$1.2M	Sell	18,332 -4,956	-21%	-$328K	0.13%	77
2014 Q4	$1.53M	Buy	23,288 +340	+1%	+$20.5K	0.23%	73
2014 Q3	$1.22M	Sell	22,948 -408	-2%	-$21.9K	0.21%	77
2014 Q2	$1.23M	Buy	23,356 +280	+1%	+$14.6K	0.23%	76
2014 Q1	$1.25M	Buy	23,076 +4,280	+23%	+$238K	0.25%	78
2013 Q4	$1.05M	Buy	18,796 +176	+0.9%	+$8.87K	0.41%	62
2013 Q3	$890K	Buy	18,620 +668	+4%	+$30.9K	0.43%	60
2013 Q2	$820K	Buy	+17,952	New	+$786K	0.45%	57

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

Clarkston Capital Partners's V Position: Q1 2026 in Review

Clarkston Capital Partners sold out of Visa (V) in Q1 2026, closing a stake of 3,781 shares — an estimated $1.33M sold.

Clarkston Capital Partners first reported a position in V in Q2 2013 and held it in 47 quarters. The position peaked at $1.53M in Q4 2014. 4,444 funds tracked by Wall St. Rank hold V as of Q1 2026.

Clarkston Capital Partners reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Clarkston Capital Partners sold 3,781 Visa shares in Q1 2026, an estimated $1.33M.
Clarkston Capital Partners first reported a position in Visa in Q2 2013 and held it in 47 quarters.
Clarkston Capital Partners's Visa position peaked at $1.53M in Q4 2014.
4,444 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.