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Evelyn Partners Investment Management (Europe)’s Visa V Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$2.95M Sell
9,759
-154
-2% -$49.5K 1.02% 29
2025
Q4 		$3.48M Buy
9,913
+388
+4% +$132K 1.13% 25
2025
Q3 		$3.25M Sell
9,525
-129
-1% -$44.6K 1.13% 24
2025
Q2 		$3.43M Sell
9,654
-565
-6% -$197K 1.23% 24
2025
Q1 		$3.58M Buy
10,219
+286
+3% +$96.8K 1.34% 23
2024
Q4 		$3.14M Buy
+9,933
New +$2.99M 1.14% 25

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Investment Management (Europe)'s V Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) reduced its Visa (V) stake by 1.6% in Q1 2026, selling an estimated $49.5K and leaving 9,759 shares worth $2.95M. The position accounts for 1.02% of the portfolio, ranked #29.

Evelyn Partners Investment Management (Europe) first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.58M in Q1 2025. 4,461 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 9,759 shares of Visa worth $2.95M as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) sold 154 Visa shares in Q1 2026, an estimated $49.5K.
  • Visa made up 1.02% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #29 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s Visa position peaked at $3.58M in Q1 2025.
  • 4,461 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.