Essex Investment Management’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 | $27.8K | Hold |
92
| – | – | ﹤0.01% | 281 |
|
|
2025
Q4 | $32.3K | Hold |
92
| – | – | ﹤0.01% | 278 |
|
|
2025
Q3 | $31.4K | Sell |
92
-25
| -21% | -$8.65K | ﹤0.01% | 274 |
|
|
2025
Q2 | $41.5K | Hold |
117
| – | – | 0.01% | 254 |
|
|
2025
Q1 | $41K | Hold |
117
| – | – | 0.01% | 256 |
|
|
2024
Q4 | $37K | Hold |
117
| – | – | 0.01% | 263 |
|
|
2024
Q3 | $32.2K | Hold |
117
| – | – | 0.01% | 272 |
|
|
2024
Q2 | $30.7K | Sell |
117
-24
| -17% | -$6.58K | 0.01% | 274 |
|
|
2024
Q1 | $39.4K | Hold |
141
| – | – | 0.01% | 262 |
|
|
2023
Q4 | $36.7K | Hold |
141
| – | – | 0.01% | 273 |
|
|
2023
Q3 | $32.4K | Hold |
141
| – | – | 0.01% | 321 |
|
|
2023
Q2 | $33.5K | Sell |
141
-58
| -29% | -$13.3K | ﹤0.01% | 331 |
|
|
2023
Q1 | $44.9K | Hold |
199
| – | – | 0.01% | 325 |
|
|
2022
Q4 | $41K | Hold |
199
| – | – | 0.01% | 325 |
|
|
2022
Q3 | $35K | Hold |
199
| – | – | 0.01% | 324 |
|
|
2022
Q2 | $39K | Hold |
199
| – | – | 0.01% | 333 |
|
|
2022
Q1 | $44K | Hold |
199
| – | – | 0.01% | 332 |
|
|
2021
Q4 | $43K | Hold |
199
| – | – | ﹤0.01% | 340 |
|
|
2021
Q3 | $44K | Hold |
199
| – | – | 0.01% | 351 |
|
|
2021
Q2 | $47K | Hold |
199
| – | – | 0.01% | 353 |
|
|
2021
Q1 | $42K | Sell |
199
-11,500
| -98% | -$2.42M | 0.01% | 377 |
|
|
2020
Q4 | $2.56M | Sell |
11,699
-3,701
| -24% | -$757K | 0.32% | 101 |
|
|
2020
Q3 | $3.08M | Sell |
15,400
-2,165
| -12% | -$432K | 0.44% | 59 |
|
|
2020
Q2 | $3.39M | Sell |
17,565
-5,638
| -24% | -$1.03M | 0.56% | 43 |
|
|
2020
Q1 | $3.74M | Buy |
23,203
+20,576
| +783% | +$3.88M | 0.76% | 26 |
|
|
2019
Q4 | $494K | Buy |
2,627
+2,500
| +1,969% | +$450K | 0.06% | 307 |
|
|
2019
Q3 | $22K | Hold |
127
| – | – | ﹤0.01% | 422 |
|
|
2019
Q2 | $22K | Hold |
127
| – | – | ﹤0.01% | 431 |
|
|
2019
Q1 | $20K | Sell |
127
-125
| -50% | -$18K | ﹤0.01% | 433 |
|
|
2018
Q4 | $33K | Buy |
+252
| New | +$34.8K | 0.01% | 412 |
|
|
2015
Q4 | – | Sell |
-59,200
| Closed | -$4.12M | – | 334 |
|
|
2015
Q3 | $4.12M | Hold |
59,200
| – | – | 0.68% | 39 |
|
|
2015
Q2 | $3.98M | Buy |
+59,200
| New | +$4.01M | 0.6% | 43 |
|
|
2014
Q2 | – | Sell |
-7,208
| Closed | -$389K | – | 370 |
|
|
2014
Q1 | $389K | Sell |
7,208
-636
| -8% | -$35.3K | 0.06% | 271 |
|
|
2013
Q4 | $437K | Hold |
7,844
| – | – | 0.06% | 283 |
|
|
2013
Q3 | $375K | Hold |
7,844
| – | – | 0.06% | 283 |
|
|
2013
Q2 | $358K | Buy |
+7,844
| New | +$343K | 0.06% | 253 |
|
Other funds holding V
VCM
VPM
Essex Investment Management's V Position: Q1 2026 in Review
Essex Investment Management held its Visa (V) position steady in Q1 2026 at 92 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #281.
Essex Investment Management first reported a position in V in Q2 2013 and has held it in 36 quarters since. The position peaked at $4.12M in Q3 2015. 4,459 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Essex Investment Management held 92 shares of Visa worth $27.8K as of Q1 2026.
- Essex Investment Management left its Visa share count unchanged in Q1 2026.
- Visa made up ﹤0.01% of Essex Investment Management's portfolio in Q1 2026, its #281 holding.
- Essex Investment Management first reported a position in Visa in Q2 2013 and has held it in 36 quarters since.
- Essex Investment Management's Visa position peaked at $4.12M in Q3 2015.
- 4,459 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.