CAM
V icon

Cresset Asset Management’s Visa V Stock Holding History

Cresset Asset Management’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
2023
Q3 		– Sell
-200,000
Closed -$47.5M – 1983
2023
Q2 		$47.5M Buy
+200,000
New +$45.8M 0.06% 105

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

Cresset Asset Management's V Position: Q1 2026 in Review

Cresset Asset Management increased its Visa (V) stake by 1.5% in Q1 2026, buying an estimated $940K and bringing the position to 197,400 shares worth $59.7M. The position accounts for 0.26% of the portfolio, ranked #66.

Cresset Asset Management first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $112M in Q3 2024. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Cresset Asset Management held 197,400 shares of Visa worth $59.7M as of Q1 2026.
  • Cresset Asset Management bought 2,924 Visa shares in Q1 2026, an estimated $940K.
  • Visa made up 0.26% of Cresset Asset Management's portfolio in Q1 2026, its #66 holding.
  • Cresset Asset Management first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Visa position peaked at $112M in Q3 2024.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.