EPIMS
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Evelyn Partners Investment Management Services’s Visa V Stock Holding History

Evelyn Partners Investment Management Services’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 		$29.1M Sell
96,281
-928
-1% -$298K 3.42% 5
2025
Q4 		$34.1M Buy
97,209
+1,540
+2% +$525K 4.27% 4
2025
Q3 		$32.7M Buy
95,669
+5,464
+6% +$1.89M 4.38% 4
2025
Q2 		$32M Buy
90,205
+2,006
+2% +$699K 4.81% 3
2025
Q1 		$30.9M Buy
88,199
+3,322
+4% +$1.12M 5.07% 2
2024
Q4 		$26.8M Buy
+84,877
New +$25.5M 4.68% 4

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Evelyn Partners Investment Management Services reduced its Visa (V) stake by 0.95% in Q1 2026, selling an estimated $298K and leaving 96,281 shares worth $29.1M. The position accounts for 3.42% of the portfolio, ranked #5.

Evelyn Partners Investment Management Services first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $34.1M in Q4 2025. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Evelyn Partners Investment Management Services held 96,281 shares of Visa worth $29.1M as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 928 Visa shares in Q1 2026, an estimated $298K.
  • Visa made up 3.42% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #5 holding.
  • Evelyn Partners Investment Management Services first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Visa position peaked at $34.1M in Q4 2025.
  • 4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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