Envestnet Asset Management
V icon

Envestnet Asset Management’s Visa V Stock Holding History

Envestnet 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 		$1.26B Buy
4,153,850
+382,655
+10% +$123M 0.34% 59
2025
Q4 		$1.32B Sell
3,771,195
-443,315
-11% -$151M 0.39% 51
2025
Q3 		$1.44B Sell
4,214,510
-106,601
-2% -$36.9M 0.41% 49
2025
Q2 		$1.53B Buy
4,321,111
+162,178
+4% +$56.5M 0.45% 44
2025
Q1 		$1.46B Buy
4,158,933
+23,078
+0.6% +$7.81M 0.47% 36
2024
Q4 		$1.31B Sell
4,135,855
-67,506
-2% -$20.3M 0.42% 46
2024
Q3 		$1.16B Buy
4,203,361
+15,439
+0.4% +$4.17M 0.37% 51
2024
Q2 		$1.1B Buy
4,187,922
+56,944
+1% +$15.6M 0.38% 48
2024
Q1 		$1.15B Buy
4,130,978
+112,838
+3% +$31.2M 0.43% 37
2023
Q4 		$1.05B Buy
4,018,140
+34,950
+0.9% +$8.61M 0.43% 43
2023
Q3 		$916M Buy
3,983,190
+871,439
+28% +$209M 0.42% 39
2023
Q2 		$739M Sell
3,111,751
-3,930,347
-56% -$900M 0.33% 51
2023
Q1 		$680M Buy
7,042,098
+3,986,135
+130% +$887M 0.33% 50
2022
Q4 		$635M Buy
3,055,963
+85,615
+3% +$17.3M 0.33% 54
2022
Q3 		$528M Buy
2,970,348
+31,473
+1% +$6.4M 0.3% 58
2022
Q2 		$579M Buy
2,938,875
+54,135
+2% +$11.2M 0.32% 55
2022
Q1 		$640M Buy
2,884,740
+96,843
+3% +$20.9M 0.32% 55
2021
Q4 		$604M Buy
2,787,897
+83,772
+3% +$18M 0.3% 63
2021
Q3 		$602M Buy
2,704,125
+328,985
+14% +$77.1M 0.33% 55
2021
Q2 		$555M Buy
2,375,140
+183,351
+8% +$41.9M 0.32% 61
2021
Q1 		$464M Buy
2,191,789
+417,764
+24% +$87.9M 0.3% 62
2020
Q4 		$388M Buy
1,774,025
+105,437
+6% +$21.6M 0.29% 59
2020
Q3 		$334M Sell
1,668,588
-15,559
-0.9% -$3.11M 0.3% 61
2020
Q2 		$325M Sell
1,684,147
-72,598
-4% -$13.3M 0.32% 58
2020
Q1 		$283M Buy
1,756,745
+126,154
+8% +$23.8M 0.34% 50
2019
Q4 		$306M Buy
1,630,591
+138,753
+9% +$25M 0.32% 49
2019
Q3 		$257M Buy
1,491,838
+61,797
+4% +$11M 0.28% 63
2019
Q2 		$248M Buy
1,430,041
+86,477
+6% +$14.2M 0.31% 57
2019
Q1 		$210M Buy
1,343,564
+64,524
+5% +$9.3M 0.29% 60
2018
Q4 		$169M Buy
1,279,040
+1,098,348
+608% +$152M 0.26% 69
2018
Q3 		$27.1M Sell
180,692
-296,546
-62% -$42.2M 0.05% 145
2018
Q2 		$63.2M Buy
477,238
+137,042
+40% +$17.6M 0.14% 82
2018
Q1 		$40.9M Sell
340,196
-338,571
-50% -$41M 0.12% 84
2017
Q4 		$77.4M Buy
678,767
+103,999
+18% +$11.5M 0.17% 72
2017
Q3 		$60.5M Sell
574,768
-26,892
-4% -$2.73M 0.14% 78
2017
Q2 		$56.4M Buy
601,660
+264
+0% +$24.5K 0.16% 84
2017
Q1 		$53.4M Buy
601,396
+18,347
+3% +$1.58M 0.17% 85
2016
Q4 		$45.5M Buy
583,049
+16,566
+3% +$1.33M 0.17% 91
2016
Q3 		$46.8M Sell
566,483
-170,802
-23% -$13.7M 0.18% 81
2016
Q2 		$54.7M Buy
737,285
+51,107
+7% +$4M 0.22% 77
2016
Q1 		$52.5M Buy
686,178
+6,433
+0.9% +$467K 0.23% 76
2015
Q4 		$52.7M Buy
679,745
+14,260
+2% +$1.1M 0.24% 71
2015
Q3 		$46.4M Buy
665,485
+10,224
+2% +$730K 0.23% 74
2015
Q2 		$44M Buy
655,261
+29,319
+5% +$1.99M 0.21% 95
2015
Q1 		$40.9M Buy
625,942
+595,046
+1,926% +$39.3M 0.21% 96
2014
Q4 		$2.02M Sell
30,896
-9,956
-24% -$599K 0.02% 378
2014
Q3 		$2.18M Buy
40,852
+5,048
+14% +$271K 0.02% 373
2014
Q2 		$1.89M Sell
35,804
-1,172
-3% -$61.3K 0.02% 385
2014
Q1 		$2M Buy
36,976
+504
+1% +$28K 0.02% 316
2013
Q4 		$2.03M Sell
36,472
-4,104
-10% -$207K 0.02% 305
2013
Q3 		$1.94M Sell
40,576
-11,968
-23% -$553K 0.02% 290
2013
Q2 		$2.4M Buy
+52,544
New +$2.3M 0.03% 253

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

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

Envestnet Asset Management increased its Visa (V) stake by 10% in Q1 2026, buying an estimated $123M and bringing the position to 4,153,850 shares worth $1.26B. The position accounts for 0.34% of the portfolio, ranked #59.

Envestnet Asset Management first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.53B in Q2 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Envestnet Asset Management held 4,153,850 shares of Visa worth $1.26B as of Q1 2026.
  • Envestnet Asset Management bought 382,655 Visa shares in Q1 2026, an estimated $123M.
  • Visa made up 0.34% of Envestnet Asset Management's portfolio in Q1 2026, its #59 holding.
  • Envestnet Asset Management first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
  • Envestnet Asset Management's Visa position peaked at $1.53B in Q2 2025.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.