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Evelyn Partners Asset Management’s Visa V Stock Holding History

Evelyn Partners 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 		$11M Buy
36,535
+750
+2% +$241K 2.72% 8
2025
Q4 		$12.6M Sell
35,785
-3,706
-9% -$1.26M 2.94% 7
2025
Q3 		$13.5M Buy
39,491
+1,434
+4% +$496K 3.04% 7
2025
Q2 		$13.5M Buy
38,057
+112
+0.3% +$39K 3.42% 6
2025
Q1 		$13.3M Sell
37,945
-4,636
-11% -$1.57M 3.7% 4
2024
Q4 		$13.5M Buy
+42,581
New +$12.8M 3.62% 6

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

Evelyn Partners Asset Management's V Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Visa (V) stake by 2.1% in Q1 2026, buying an estimated $241K and bringing the position to 36,535 shares worth $11M. The position accounts for 2.72% of the portfolio, ranked #8.

Evelyn Partners Asset Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.5M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Evelyn Partners Asset Management held 36,535 shares of Visa worth $11M as of Q1 2026.
  • Evelyn Partners Asset Management bought 750 Visa shares in Q1 2026, an estimated $241K.
  • Visa made up 2.72% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #8 holding.
  • Evelyn Partners Asset Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Visa position peaked at $13.5M in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.