D.B. Root & Company’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 | $660K | Buy |
2,185
+66
| +3% | +$21.2K | 0.16% | 94 |
|
|
2025
Q4 | $743K | Sell |
2,119
-65
| -3% | -$22.1K | 0.18% | 83 |
|
|
2025
Q3 | $746K | Sell |
2,184
-447
| -17% | -$155K | 0.19% | 80 |
|
|
2025
Q2 | $934K | Buy |
2,631
+42
| +2% | +$14.6K | 0.28% | 65 |
|
|
2025
Q1 | $907K | Sell |
2,589
-393
| -13% | -$133K | 0.29% | 61 |
|
|
2024
Q4 | $942K | Buy |
2,982
+226
| +8% | +$68K | 0.3% | 60 |
|
|
2024
Q3 | $758K | Sell |
2,756
-803
| -23% | -$217K | 0.25% | 76 |
|
|
2024
Q2 | $934K | Buy |
3,559
+60
| +2% | +$16.4K | 0.32% | 63 |
|
|
2024
Q1 | $977K | Sell |
3,499
-16
| -0.5% | -$4.42K | 0.33% | 80 |
|
|
2023
Q4 | $915K | Sell |
3,515
-599
| -15% | -$148K | 0.33% | 82 |
|
|
2023
Q3 | $946K | Sell |
4,114
-28
| -0.7% | -$6.73K | 0.37% | 79 |
|
|
2023
Q2 | $984K | Buy |
4,142
+282
| +7% | +$64.5K | 0.37% | 78 |
|
|
2023
Q1 | $870K | Sell |
3,860
-100
| -3% | -$22.3K | 0.34% | 82 |
|
|
2022
Q4 | $823K | Sell |
3,960
-390
| -9% | -$78.6K | 0.35% | 78 |
|
|
2022
Q3 | $772K | Sell |
4,350
-1,283
| -23% | -$261K | 0.35% | 76 |
|
|
2022
Q2 | $1.11M | Sell |
5,633
-133
| -2% | -$27.5K | 0.48% | 55 |
|
|
2022
Q1 | $1.28M | Sell |
5,766
-2
| -0% | -$433 | 0.48% | 55 |
|
|
2021
Q4 | $1.25M | Buy |
5,768
+211
| +4% | +$45.3K | 0.45% | 49 |
|
|
2021
Q3 | $1.24M | Sell |
5,557
-1,543
| -22% | -$362K | 0.48% | 43 |
|
|
2021
Q2 | $1.66M | Sell |
7,100
-169
| -2% | -$38.6K | 0.62% | 30 |
|
|
2021
Q1 | $1.54M | Buy |
7,269
+478
| +7% | +$101K | 0.6% | 32 |
|
|
2020
Q4 | $1.49M | Sell |
6,791
-1,691
| -20% | -$346K | 0.59% | 36 |
|
|
2020
Q3 | $1.7M | Buy |
8,482
+3
| +0% | +$599 | 0.68% | 27 |
|
|
2020
Q2 | $1.64M | Sell |
8,479
-328
| -4% | -$59.9K | 0.71% | 25 |
|
|
2020
Q1 | $1.42M | Buy |
8,807
+1,948
| +28% | +$367K | 0.72% | 28 |
|
|
2019
Q4 | $1.29M | Sell |
6,859
-3
| -0% | -$541 | 0.57% | 39 |
|
|
2019
Q3 | $1.18M | Sell |
6,862
-1,350
| -16% | -$240K | 0.55% | 45 |
|
|
2019
Q2 | $1.43M | Sell |
8,212
-210
| -2% | -$34.4K | 0.63% | 36 |
|
|
2019
Q1 | $1.31M | Sell |
8,422
-130
| -2% | -$18.7K | 0.56% | 45 |
|
|
2018
Q4 | $1.13M | Buy |
8,552
+5
| +0.1% | +$691 | 0.56% | 54 |
|
|
2018
Q3 | $1.28M | Sell |
8,547
-288
| -3% | -$41K | 0.57% | 48 |
|
|
2018
Q2 | $1.17M | Buy |
8,835
+644
| +8% | +$82.9K | 0.55% | 54 |
|
|
2018
Q1 | $980K | Buy |
+8,191
| New | +$993K | 0.52% | 61 |
|
Other funds holding V
VCM
VPM
D.B. Root & Company's V Position: Q1 2026 in Review
D.B. Root & Company increased its Visa (V) stake by 3.1% in Q1 2026, buying an estimated $21.2K and bringing the position to 2,185 shares worth $660K. The position accounts for 0.16% of the portfolio, ranked #94.
D.B. Root & Company first reported a position in V in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.7M in Q3 2020. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.
- D.B. Root & Company held 2,185 shares of Visa worth $660K as of Q1 2026.
- D.B. Root & Company bought 66 Visa shares in Q1 2026, an estimated $21.2K.
- Visa made up 0.16% of D.B. Root & Company's portfolio in Q1 2026, its #94 holding.
- D.B. Root & Company first reported a position in Visa in Q1 2018 and has held it in 33 quarters since.
- D.B. Root & Company's Visa position peaked at $1.7M in Q3 2020.
- 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.