eCIO Inc’s Visa V Stock Holding History

eCIO Inc’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	–	Sell	-394	Closed	-$138K	–	167
2025 Q4	$138K	Buy	+394	New	+$134K	0.06%	63
2025 Q3	–	Sell	-588	Closed	-$209K	–	77
2025 Q2	$209K	Sell	588 -4	-0.7%	-$1.39K	0.09%	58
2025 Q1	$207K	Buy	+592	New	+$200K	0.07%	107

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

eCIO Inc's V Position: Q1 2026 in Review

eCIO Inc sold out of Visa (V) in Q1 2026, closing a stake of 394 shares — an estimated $138K sold.

eCIO Inc first reported a position in V in Q1 2025 and held it in 3 quarters. The position peaked at $209K in Q2 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

eCIO Inc reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
eCIO Inc sold 394 Visa shares in Q1 2026, an estimated $138K.
eCIO Inc first reported a position in Visa in Q1 2025 and held it in 3 quarters.
eCIO Inc's Visa position peaked at $209K in Q2 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on eCIO Inc's 13F filing for Q1 2026, filed 14 Apr 2026.