Empirical Asset Management’s Visa V Stock Holding History

Empirical 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
2026 Q1	$1.32M	Sell	4,380 -12,162	-74%	-$3.91M	0.35%	75
2025 Q4	$2.18M	Buy	16,542 +755	+5%	+$257K	0.61%	29
2025 Q3	$1.86M	Buy	15,787 +11,207	+245%	+$3.88M	0.52%	34
2025 Q2	$1.63M	Buy	4,580 +423	+10%	+$147K	0.5%	46
2025 Q1	$1.46M	Sell	4,157 -109,593	-96%	-$37.1M	0.5%	49
2024 Q4	$703K	Buy	113,750 +63,871	+128%	+$19.2M	0.23%	121
2024 Q3	$1.37M	Buy	49,879 +1,106	+2%	+$299K	0.49%	54
2024 Q2	$1.02M	Buy	48,773 +45,578	+1,427%	+$12.5M	0.38%	64
2024 Q1	$892K	Buy	3,195 +35	+1%	+$9.66K	0.43%	61
2023 Q4	$823K	Buy	3,160 +462	+17%	+$114K	0.67%	47
2023 Q3	$621K	Buy	+2,698	New	+$649K	0.54%	61
2022 Q4	–	Sell	-1,572	Closed	-$279K	–	178
2022 Q3	$279K	Sell	1,572 -430	-21%	-$87.5K	0.3%	114
2022 Q2	$394K	Buy	+2,002	New	+$414K	0.42%	88
2022 Q1	–	Sell	-2,328	Closed	-$504K	–	185
2021 Q4	$504K	Buy	+2,328	New	+$500K	0.49%	76

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

Empirical Asset Management's V Position: Q1 2026 in Review

Empirical Asset Management reduced its Visa (V) stake by 74% in Q1 2026, selling an estimated $3.91M and leaving 4,380 shares worth $1.32M. The position accounts for 0.35% of the portfolio, ranked #75.

Empirical Asset Management first reported a position in V in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.18M in Q4 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

Empirical Asset Management held 4,380 shares of Visa worth $1.32M as of Q1 2026.
Empirical Asset Management sold 12,162 Visa shares in Q1 2026, an estimated $3.91M.
Visa made up 0.35% of Empirical Asset Management's portfolio in Q1 2026, its #75 holding.
Empirical Asset Management first reported a position in Visa in Q4 2021 and has held it in 14 quarters since.
Empirical Asset Management's Visa position peaked at $2.18M in Q4 2025.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.