EPIM
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Evelyn Partners Investment Management’s Visa V Stock Holding History

Evelyn Partners Investment 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 		$106M Sell
351,875
-10,181
-3% -$3.27M 2.89% 8
2025
Q4 		$127M Buy
362,056
+6,754
+2% +$2.3M 3.51% 8
2025
Q3 		$121M Buy
355,302
+1,414
+0.4% +$489K 3.45% 8
2025
Q2 		$126M Sell
353,888
-17,770
-5% -$6.19M 3.84% 5
2025
Q1 		$130M Sell
371,658
-7,940
-2% -$2.69M 4.34% 5
2024
Q4 		$120M Buy
+379,598
New +$114M 3.89% 5

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 Investment Management's V Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Visa (V) stake by 2.8% in Q1 2026, selling an estimated $3.27M and leaving 351,875 shares worth $106M. The position accounts for 2.89% of the portfolio, ranked #8.

Evelyn Partners Investment Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $130M in Q1 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Evelyn Partners Investment Management held 351,875 shares of Visa worth $106M as of Q1 2026.
  • Evelyn Partners Investment Management sold 10,181 Visa shares in Q1 2026, an estimated $3.27M.
  • Visa made up 2.89% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #8 holding.
  • Evelyn Partners Investment Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Visa position peaked at $130M in Q1 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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