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EP Wealth Advisors’s Visa V Stock Holding History

EP Wealth Advisors’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 		$97.1M Buy
321,164
+35,029
+12% +$11.3M 0.48% 34
2025
Q4 		$100M Buy
+286,135
New +$97.5M 0.52% 34
2025
Q2 		$99.4M Buy
279,884
+33,881
+14% +$11.8M 0.65% 31
2025
Q1 		$86.2M Buy
246,003
+15,312
+7% +$5.18M 0.69% 32
2024
Q4 		$72.9M Sell
230,691
-15,526
-6% -$4.67M 0.6% 36
2024
Q3 		$67.7M Buy
246,217
+17,347
+8% +$4.69M 0.58% 41
2024
Q2 		$60.1M Buy
228,870
+17,395
+8% +$4.77M 0.64% 38
2024
Q1 		$59M Buy
211,475
+1,280
+0.6% +$353K 0.69% 35
2023
Q4 		$54.7M Sell
210,195
-217
-0.1% -$53.5K 0.7% 36
2023
Q3 		$48.4M Buy
210,412
+137,947
+190% +$33.2M 0.75% 32
2023
Q2 		$74.3M Sell
72,465
-31,844
-31% -$7.29M 1.07% 17
2023
Q1 		$7.59M Sell
104,309
-177,238
-63% -$39.4M 0.13% 108
2022
Q4 		$58.5M Buy
281,547
+24,066
+9% +$4.85M 1.05% 20
2022
Q3 		$45.7M Buy
257,481
+20,961
+9% +$4.27M 1.04% 18
2022
Q2 		$46.6M Buy
236,520
+14,005
+6% +$2.89M 1.05% 19
2022
Q1 		$49.3M Buy
222,515
+13,353
+6% +$2.89M 1.08% 14
2021
Q4 		$45.3M Buy
209,162
+10,599
+5% +$2.28M 1.07% 17
2021
Q3 		$44.2M Buy
198,563
+9,529
+5% +$2.23M 1.21% 15
2021
Q2 		$44.2M Buy
189,034
+12,695
+7% +$2.9M 1.23% 15
2021
Q1 		$37.3M Buy
176,339
+24,661
+16% +$5.19M 1.19% 16
2020
Q4 		$33.2M Buy
151,678
+8,351
+6% +$1.71M 1.17% 17
2020
Q3 		$28.7M Buy
143,327
+3,057
+2% +$611K 1.23% 16
2020
Q2 		$27.1M Buy
140,270
+2,268
+2% +$414K 1.16% 14
2020
Q1 		$22.2M Sell
138,002
-362
-0.3% -$68.2K 1.09% 15
2019
Q4 		$26M Buy
138,364
+1,261
+0.9% +$227K 1.07% 15
2019
Q3 		$23.6M Sell
137,103
-3,458
-2% -$616K 1.17% 16
2019
Q2 		$24.4M Sell
140,561
-5,442
-4% -$891K 1.52% 13
2019
Q1 		$22.8M Sell
146,003
-2,871
-2% -$414K 2.19% 9
2018
Q4 		$19.6M Buy
148,874
+10,028
+7% +$1.38M 1.52% 12
2018
Q3 		$20.8M Sell
138,846
-1,156
-0.8% -$164K 1.63% 11
2018
Q2 		$18.5M Sell
140,002
-5,927
-4% -$763K 1.75% 9
2018
Q1 		$17.5M Sell
145,929
-868
-0.6% -$105K 1.69% 11
2017
Q4 		$16.7M Buy
146,797
+2,851
+2% +$315K 1.77% 12
2017
Q3 		$15.1M Buy
143,946
+1,004
+0.7% +$102K 1.75% 12
2017
Q2 		$13.4M Buy
142,942
+6,514
+5% +$605K 1.64% 12
2017
Q1 		$12.1M Buy
136,428
+3,869
+3% +$333K 1.67% 15
2016
Q4 		$9.15M Buy
132,559
+2,582
+2% +$208K 1.34% 19
2016
Q3 		$10.7M Buy
129,977
+1,216
+0.9% +$97.4K 1.68% 13
2016
Q2 		$9.55M Sell
128,761
-9,810
-7% -$768K 1.52% 17
2016
Q1 		$10.6M Sell
138,571
-38,006
-22% -$2.76M 1.63% 16
2015
Q4 		$13.7M Sell
176,577
-1,248
-0.7% -$96.7K 2.3% 8
2015
Q3 		$12.4M Sell
177,825
-4,896
-3% -$349K 2.36% 12
2015
Q2 		$12.3M Buy
182,721
+672
+0.4% +$45.5K 2.3% 14
2015
Q1 		$11.9M Sell
182,049
-743
-0.4% -$49.1K 2.24% 15
2014
Q4 		$12M Sell
182,792
-5,724
-3% -$345K 1.97% 17
2014
Q3 		$10.1M Buy
188,516
+10,972
+6% +$590K 1.63% 20
2014
Q2 		$9.35M Buy
177,544
+8,716
+5% +$456K 2.17% 22
2014
Q1 		$9.11M Sell
168,828
-7,732
-4% -$430K 2.49% 20
2013
Q4 		$9.83M Buy
176,560
+9,440
+6% +$476K 2.55% 15
2013
Q3 		$7.98M Buy
167,120
+120
+0.1% +$5.54K 2.51% 20
2013
Q2 		$7.63M Buy
+167,000
New +$7.31M 2.75% 18

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

EP Wealth Advisors's V Position: Q1 2026 in Review

EP Wealth Advisors increased its Visa (V) stake by 12% in Q1 2026, buying an estimated $11.3M and bringing the position to 321,164 shares worth $97.1M. The position accounts for 0.48% of the portfolio, ranked #34.

EP Wealth Advisors first reported a position in V in Q2 2013 and has held it in 51 quarters since. The position peaked at $100M in Q4 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • EP Wealth Advisors held 321,164 shares of Visa worth $97.1M as of Q1 2026.
  • EP Wealth Advisors bought 35,029 Visa shares in Q1 2026, an estimated $11.3M.
  • Visa made up 0.48% of EP Wealth Advisors's portfolio in Q1 2026, its #34 holding.
  • EP Wealth Advisors first reported a position in Visa in Q2 2013 and has held it in 51 quarters since.
  • EP Wealth Advisors's Visa position peaked at $100M in Q4 2025.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.