CAM
V icon

Cypress Asset Management’s Visa V Stock Holding History

Cypress 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
2025
Q4 		$9.4M Sell
26,814
-199
-0.7% -$67.8K 2.07% 15
2025
Q3 		$9.22M Sell
27,013
-518
-2% -$179K 2.1% 15
2025
Q2 		$9.77M Sell
27,531
-340
-1% -$119K 2.35% 12
2025
Q1 		$9.77M Sell
27,871
-720
-3% -$244K 2.62% 11
2024
Q4 		$9.17M Sell
28,591
-451
-2% -$136K 2.28% 12
2024
Q3 		$7.99M Buy
29,042
+253
+0.9% +$68.4K 1.99% 14
2024
Q2 		$7.67M Sell
28,789
-551
-2% -$151K 1.97% 13
2024
Q1 		$8.31M Sell
29,340
-390
-1% -$108K 2.25% 13
2023
Q4 		$7.74M Sell
29,730
-195
-0.7% -$48.1K 2.33% 11
2023
Q3 		$6.87M Sell
29,925
-25
-0.1% -$6.01K 2.3% 11
2023
Q2 		$7.16M Sell
29,950
-347
-1% -$79.4K 2.3% 10
2023
Q1 		$6.83M Sell
30,297
-370
-1% -$82.4K 2.36% 8
2022
Q4 		$6.38M Sell
30,667
-1,330
-4% -$268K 2.32% 9
2022
Q3 		$5.68M Sell
31,997
-225
-0.7% -$45.8K 2.18% 11
2022
Q2 		$6.34M Sell
32,222
-1,914
-6% -$396K 2.27% 10
2022
Q1 		$7.57M Sell
34,136
-4,925
-13% -$1.07M 2.22% 8
2021
Q4 		$8.46M Sell
39,061
-494
-1% -$106K 2.01% 9
2021
Q3 		$8.81M Hold
39,555
– – 2.28% 9
2021
Q2 		$9.25M Sell
39,555
-45
-0.1% -$10.3K 2.37% 9
2021
Q1 		$8.38M Sell
39,600
-240
-0.6% -$50.5K 2.32% 9
2020
Q4 		$8.71M Sell
39,840
-80
-0.2% -$16.4K 2.43% 8
2020
Q3 		$7.98M Buy
39,920
+185
+0.5% +$37K 2.49% 6
2020
Q2 		$7.68M Sell
39,735
-380
-0.9% -$69.4K 2.56% 6
2020
Q1 		$6.46M Buy
40,115
+135
+0.3% +$25.4K 2.79% 7
2019
Q4 		$7.51M Sell
39,980
-630
-2% -$114K 2.56% 7
2019
Q3 		$6.99M Sell
40,610
-605
-1% -$108K 2.42% 9
2019
Q2 		$7.15M Sell
41,215
-1,575
-4% -$258K 2.45% 9
2019
Q1 		$6.68M Buy
42,790
+400
+0.9% +$57.6K 2.27% 9
2018
Q4 		$5.59M Buy
42,390
+11,585
+38% +$1.6M 2.09% 9
2018
Q3 		$4.62M Sell
30,805
-2,980
-9% -$424K 1.36% 20
2018
Q2 		$4.47M Buy
33,785
+18,235
+117% +$2.35M 1.32% 23
2018
Q1 		$1.86M Buy
15,550
+40
+0.3% +$4.85K 0.54% 63
2017
Q4 		$1.77M Buy
15,510
+685
+5% +$75.6K 0.38% 75
2017
Q3 		$1.56M Buy
14,825
+105
+0.7% +$10.6K 0.34% 83
2017
Q2 		$1.38M Buy
14,720
+3,495
+31% +$324K 0.28% 90
2017
Q1 		$998K Sell
11,225
-750
-6% -$64.5K 0.19% 110
2016
Q4 		$934K Sell
11,975
-75
-0.6% -$6.03K 0.18% 113
2016
Q3 		$997K Buy
12,050
+40
+0.3% +$3.2K 0.2% 110
2016
Q2 		$891K Buy
12,010
+980
+9% +$76.7K 0.18% 114
2016
Q1 		$844K Sell
11,030
-525
-5% -$38.1K 0.17% 113
2015
Q4 		$896K Buy
11,555
+100
+0.9% +$7.75K 0.18% 111
2015
Q3 		$798K Hold
11,455
– – 0.17% 115
2015
Q2 		$769K Sell
11,455
-173
-1% -$11.7K 0.14% 119
2015
Q1 		$761K Hold
11,628
– – 0.14% 116
2014
Q4 		$762K Sell
11,628
-760
-6% -$45.8K 0.14% 116
2014
Q3 		$661K Hold
12,388
– – 0.12% 119
2014
Q2 		$653K Hold
12,388
– – 0.11% 119
2014
Q1 		$669K Buy
12,388
+1,040
+9% +$57.8K 0.12% 122
2013
Q4 		$632K Buy
11,348
+4,236
+60% +$214K 0.11% 126
2013
Q3 		$340K Sell
7,112
-400
-5% -$18.5K 0.06% 149
2013
Q2 		$343K Buy
+7,512
New +$329K 0.06% 154

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cypress Asset Management's V Position: Q4 2025 in Review

Cypress Asset Management reduced its Visa (V) stake by 0.74% in Q4 2025, selling an estimated $67.8K and leaving 26,814 shares worth $9.4M. The position accounts for 2.07% of the portfolio, ranked #15.

Cypress Asset Management first reported a position in V in Q2 2013 and has held it in 51 quarters since. The position peaked at $9.77M in Q2 2025. 4,590 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Cypress Asset Management held 26,814 shares of Visa worth $9.4M as of Q4 2025.
  • Cypress Asset Management sold 199 Visa shares in Q4 2025, an estimated $67.8K.
  • Visa made up 2.07% of Cypress Asset Management's portfolio in Q4 2025, its #15 holding.
  • Cypress Asset Management first reported a position in Visa in Q2 2013 and has held it in 51 quarters since.
  • Cypress Asset Management's Visa position peaked at $9.77M in Q2 2025.
  • 4,590 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Cypress Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.