DDD Partners’s Visa V Stock Holding History

DDD 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	$1.18M	Buy	3,898 +37	+1%	+$11.9K	0.08%	79
2025 Q4	$1.35M	Buy	3,861 +241	+7%	+$82.1K	0.09%	76
2025 Q3	$1.24M	Sell	3,620 -22	-0.6%	-$7.61K	0.08%	71
2025 Q2	$1.29M	Sell	3,642 -2	-0.1%	-$697	0.14%	60
2025 Q1	$1.28M	Sell	3,644 -12	-0.3%	-$4.06K	0.16%	53
2024 Q4	$1.16M	Buy	3,656 +26	+0.7%	+$7.82K	0.14%	52
2024 Q3	$998K	Buy	3,630 +86	+2%	+$23.3K	0.11%	57
2024 Q2	$930K	Sell	3,544 -50	-1%	-$13.7K	0.11%	59
2024 Q1	$1M	Sell	3,594 -31	-0.9%	-$8.56K	0.12%	54
2023 Q4	$944K	Sell	3,625 -452	-11%	-$111K	0.13%	52
2023 Q3	$965K	Buy	4,077 +15	+0.4%	+$3.61K	0.14%	53
2023 Q2	$965K	Hold	4,062	–	–	0.13%	52
2023 Q1	$916K	Hold	4,062	–	–	0.14%	46
2022 Q4	$844K	Sell	4,062 -65	-2%	-$13.1K	0.14%	44
2022 Q3	$733K	Buy	4,127 +65	+2%	+$13.2K	0.13%	46
2022 Q2	$800K	Buy	4,062 +69	+2%	+$14.3K	0.14%	46
2022 Q1	$886K	Buy	3,993 +77	+2%	+$16.7K	0.12%	44
2021 Q4	$849K	Buy	+3,916	New	+$841K	0.12%	51

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

DDD Partners's V Position: Q1 2026 in Review

DDD Partners increased its Visa (V) stake by 0.96% in Q1 2026, buying an estimated $11.9K and bringing the position to 3,898 shares worth $1.18M. The position accounts for 0.08% of the portfolio, ranked #79.

DDD Partners first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

DDD Partners held 3,898 shares of Visa worth $1.18M as of Q1 2026.
DDD Partners bought 37 Visa shares in Q1 2026, an estimated $11.9K.
Visa made up 0.08% of DDD Partners's portfolio in Q1 2026, its #79 holding.
DDD Partners first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
DDD Partners's Visa position peaked at $1.35M in Q4 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.