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V icon

Crestmont Private Wealth’s Visa V Stock Holding History

Crestmont Private Wealth’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 		$963K Buy
3,187
+154
+5% +$49.5K 0.3% 24
2025
Q4 		$1.06M Buy
3,033
+92
+3% +$31.3K 0.35% 19
2025
Q3 		$1M Buy
2,941
+148
+5% +$51.2K 0.33% 20
2025
Q2 		$992K Buy
2,793
+184
+7% +$64.1K 0.36% 16
2025
Q1 		$914K Buy
2,609
+271
+12% +$91.7K 0.4% 13
2024
Q4 		$739K Sell
2,338
-110
-4% -$33.1K 0.33% 18
2024
Q3 		$673K Buy
2,448
+161
+7% +$43.5K 0.29% 21
2024
Q2 		$600K Buy
2,287
+343
+18% +$94K 0.29% 22
2024
Q1 		$543K Buy
1,944
+417
+27% +$115K 0.27% 18
2023
Q4 		$398K Sell
1,527
-87
-5% -$21.4K 0.2% 21
2023
Q3 		$371K Sell
1,614
-395
-20% -$94.9K 0.23% 20
2023
Q2 		$477K Buy
2,009
+195
+11% +$44.6K 0.28% 18
2023
Q1 		$409K Buy
1,814
+266
+17% +$59.2K 0.27% 15
2022
Q4 		$322K Buy
+1,548
New +$312K 0.22% 22

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

Crestmont Private Wealth's V Position: Q1 2026 in Review

Crestmont Private Wealth increased its Visa (V) stake by 5.1% in Q1 2026, buying an estimated $49.5K and bringing the position to 3,187 shares worth $963K. The position accounts for 0.3% of the portfolio, ranked #24.

Crestmont Private Wealth first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.06M in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Crestmont Private Wealth held 3,187 shares of Visa worth $963K as of Q1 2026.
  • Crestmont Private Wealth bought 154 Visa shares in Q1 2026, an estimated $49.5K.
  • Visa made up 0.3% of Crestmont Private Wealth's portfolio in Q1 2026, its #24 holding.
  • Crestmont Private Wealth first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
  • Crestmont Private Wealth's Visa position peaked at $1.06M in Q4 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.