Epoch Investment Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $118M | Buy |
389,868
+12,365
| +3% | +$3.98M | 0.71% | 43 |
|
|
2025
Q4 | $132M | Sell |
377,503
-42,656
| -10% | -$14.5M | 0.75% | 44 |
|
|
2025
Q3 | $143M | Sell |
420,159
-97,599
| -19% | -$33.8M | 0.79% | 35 |
|
|
2025
Q2 | $184M | Sell |
517,758
-239,839
| -32% | -$83.6M | 0.95% | 27 |
|
|
2025
Q1 | $266M | Sell |
757,597
-352,628
| -32% | -$119M | 1.38% | 7 |
|
|
2024
Q4 | $351M | Sell |
1,110,225
-59,139
| -5% | -$17.8M | 1.7% | 6 |
|
|
2024
Q3 | $322M | Sell |
1,169,364
-57,557
| -5% | -$15.6M | 1.44% | 7 |
|
|
2024
Q2 | $322M | Buy |
1,226,921
+3,117
| +0.3% | +$854K | 1.47% | 7 |
|
|
2024
Q1 | $342M | Sell |
1,223,804
-294,134
| -19% | -$81.2M | 1.52% | 5 |
|
|
2023
Q4 | $395M | Buy |
1,517,938
+1,090,417
| +255% | +$269M | 1.8% | 5 |
|
|
2023
Q3 | $98.3M | Sell |
427,521
-15,651
| -4% | -$3.76M | 0.63% | 44 |
|
|
2023
Q2 | $105M | Buy |
443,172
+18,130
| +4% | +$4.15M | 0.61% | 45 |
|
|
2023
Q1 | $95.8M | Buy |
425,042
+100,818
| +31% | +$22.4M | 0.57% | 52 |
|
|
2022
Q4 | $67.4M | Buy |
324,224
+114,016
| +54% | +$23M | 0.4% | 84 |
|
|
2022
Q3 | $37.3M | Buy |
210,208
+29,744
| +16% | +$6.05M | 0.24% | 141 |
|
|
2022
Q2 | $35.5M | Buy |
180,464
+83,788
| +87% | +$17.3M | 0.21% | 160 |
|
|
2022
Q1 | $21.4M | Sell |
96,676
-18,262
| -16% | -$3.95M | 0.11% | 207 |
|
|
2021
Q4 | $24.9M | Buy |
114,938
+9,335
| +9% | +$2M | 0.13% | 187 |
|
|
2021
Q3 | $23.5M | Sell |
105,603
-30,535
| -22% | -$7.16M | 0.13% | 192 |
|
|
2021
Q2 | $31.8M | Sell |
136,138
-262,312
| -66% | -$60M | 0.17% | 165 |
|
|
2021
Q1 | $84.4M | Sell |
398,450
-158,311
| -28% | -$33.3M | 0.39% | 94 |
|
|
2020
Q4 | $122M | Sell |
556,761
-188,371
| -25% | -$38.5M | 0.56% | 54 |
|
|
2020
Q3 | $149M | Sell |
745,132
-368,327
| -33% | -$73.6M | 0.74% | 43 |
|
|
2020
Q2 | $215M | Buy |
1,113,459
+80,235
| +8% | +$14.7M | 1.11% | 17 |
|
|
2020
Q1 | $166M | Sell |
1,033,224
-280,136
| -21% | -$52.8M | 1.01% | 25 |
|
|
2019
Q4 | $247M | Sell |
1,313,360
-9,566
| -0.7% | -$1.72M | 1.07% | 20 |
|
|
2019
Q3 | $228M | Sell |
1,322,926
-550,675
| -29% | -$98.1M | 1.04% | 27 |
|
|
2019
Q2 | $325M | Sell |
1,873,601
-26,422
| -1% | -$4.33M | 1.47% | 11 |
|
|
2019
Q1 | $297M | Sell |
1,900,023
-74,402
| -4% | -$10.7M | 1.3% | 14 |
|
|
2018
Q4 | $261M | Sell |
1,974,425
-659,216
| -25% | -$91M | 1.21% | 15 |
|
|
2018
Q3 | $395M | Sell |
2,633,641
-1,455,711
| -36% | -$207M | 1.5% | 10 |
|
|
2018
Q2 | $542K | Sell |
4,089,352
-475,881
| -10% | -$61.2M | 1.67% | 7 |
|
|
2018
Q1 | $546M | Sell |
4,565,233
-107,012
| -2% | -$13M | 1.93% | 7 |
|
|
2017
Q4 | $533M | Sell |
4,672,245
-264,309
| -5% | -$29.2M | 1.76% | 7 |
|
|
2017
Q3 | $520M | Sell |
4,936,554
-106,751
| -2% | -$10.8M | 1.74% | 7 |
|
|
2017
Q2 | $473M | Sell |
5,043,305
-450,124
| -8% | -$41.8M | 1.6% | 6 |
|
|
2017
Q1 | $488M | Sell |
5,493,429
-494,561
| -8% | -$42.5M | 1.63% | 6 |
|
|
2016
Q4 | $467M | Sell |
5,987,990
-864,504
| -13% | -$69.5M | 1.75% | 3 |
|
|
2016
Q3 | $567M | Sell |
6,852,494
-234,093
| -3% | -$18.7M | 2.11% | 3 |
|
|
2016
Q2 | $526M | Sell |
7,086,587
-221,661
| -3% | -$17.4M | 1.97% | 4 |
|
|
2016
Q1 | $559M | Sell |
7,308,248
-260,368
| -3% | -$18.9M | 2.11% | 5 |
|
|
2015
Q4 | $587M | Sell |
7,568,616
-312,931
| -4% | -$24.2M | 2.32% | 4 |
|
|
2015
Q3 | $549M | Buy |
7,881,547
+538,866
| +7% | +$38.5M | 2.13% | 4 |
|
|
2015
Q2 | $493M | Sell |
7,342,681
-179,066
| -2% | -$12.1M | 1.82% | 10 |
|
|
2015
Q1 | $492M | Buy |
7,521,747
+3,108,387
| +70% | +$206M | 1.84% | 8 |
|
|
2014
Q4 | $289M | Buy |
4,413,360
+529,952
| +14% | +$31.9M | 1.04% | 30 |
|
|
2014
Q3 | $207M | Sell |
3,883,408
-26,720
| -0.7% | -$1.44M | 0.81% | 42 |
|
|
2014
Q2 | $206M | Sell |
3,910,128
-3,347,800
| -46% | -$175M | 0.8% | 43 |
|
|
2014
Q1 | $392M | Buy |
7,257,928
+172,656
| +2% | +$9.6M | 1.58% | 13 |
|
|
2013
Q4 | $394M | Sell |
7,085,272
-421,924
| -6% | -$21.3M | 1.67% | 9 |
|
|
2013
Q3 | $359M | Sell |
7,507,196
-328,096
| -4% | -$15.2M | 1.6% | 8 |
|
|
2013
Q2 | $358M | Buy |
+7,835,292
| New | +$343M | 1.78% | 8 |
|
Other funds holding V
VCM
VPM
Epoch Investment Partners's V Position: Q1 2026 in Review
Epoch Investment Partners increased its Visa (V) stake by 3.3% in Q1 2026, buying an estimated $3.98M and bringing the position to 389,868 shares worth $118M. The position accounts for 0.71% of the portfolio, ranked #43.
Epoch Investment Partners first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $587M in Q4 2015. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Epoch Investment Partners held 389,868 shares of Visa worth $118M as of Q1 2026.
- Epoch Investment Partners bought 12,365 Visa shares in Q1 2026, an estimated $3.98M.
- Visa made up 0.71% of Epoch Investment Partners's portfolio in Q1 2026, its #43 holding.
- Epoch Investment Partners first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
- Epoch Investment Partners's Visa position peaked at $587M in Q4 2015.
- 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.