Evelyn Partners’s Visa V Stock Holding History

Evelyn Partners’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 Q3	$187M	Buy	519,344 +10,277	+2%	+$3.76M	2.98%	10
2026 Q2	$175M	Buy	+509,067	New	+$163M	0.37%	9

Other funds holding V

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Evelyn Partners's V Position: Q3 2026 in Review

Evelyn Partners increased its Visa (V) stake by 2% in Q3 2026, buying an estimated $3.76M and bringing the position to 519,344 shares worth $187M. The position accounts for 2.98% of the portfolio, ranked #10.

Evelyn Partners first reported a position in V in Q2 2026 and has held it in 2 quarters since. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

Evelyn Partners held 519,344 shares of Visa worth $187M as of Q3 2026.
Evelyn Partners bought 10,277 Visa shares in Q3 2026, an estimated $3.76M.
Visa made up 2.98% of Evelyn Partners's portfolio in Q3 2026, its #10 holding.
Evelyn Partners first reported a position in Visa in Q2 2026 and has held it in 2 quarters since.
4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.