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Evergreen Wealth Solutions’s Visa V Stock Holding History

Evergreen Wealth Solutions’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 		$2.3M Buy
7,601
+5,464
+256% +$1.76M 0.16% 104
2025
Q4 		$749K Buy
2,137
+1,004
+89% +$342K 0.1% 98
2025
Q3 		$387K Sell
1,133
-120
-10% -$41.5K 0.22% 77
2025
Q2 		$445K Sell
1,253
-39
-3% -$13.6K 0.27% 67
2025
Q1 		$453K Buy
1,292
+42
+3% +$14.2K 0.31% 55
2024
Q4 		$395K Sell
1,250
-35
-3% -$10.5K 0.28% 64
2024
Q3 		$353K Sell
1,285
-45
-3% -$12.2K 0.24% 78
2024
Q2 		$349K Buy
1,330
+2
+0.2% +$548 0.25% 81
2024
Q1 		$371K Sell
1,328
-13
-1% -$3.59K 0.27% 75
2023
Q4 		$349K Sell
1,341
-18
-1% -$4.44K 0.3% 79
2023
Q3 		$313K Sell
1,359
-54
-4% -$13K 0.32% 77
2023
Q2 		$335K Sell
1,413
-26
-2% -$5.95K 0.34% 72
2023
Q1 		$324K Buy
1,439
+31
+2% +$6.9K 0.37% 77
2022
Q4 		$293K Sell
1,408
-27
-2% -$5.45K 0.39% 71
2022
Q3 		$255K Sell
1,435
-121
-8% -$24.6K 0.36% 79
2022
Q2 		$306K Buy
1,556
+1
+0.1% +$207 0.38% 84
2022
Q1 		$345K Buy
1,555
+2
+0.1% +$433 0.33% 73
2021
Q4 		$337K Buy
+1,553
New +$333K 0.31% 72

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

Evergreen Wealth Solutions's V Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Visa (V) stake by 256% in Q1 2026, buying an estimated $1.76M and bringing the position to 7,601 shares worth $2.3M. The position accounts for 0.16% of the portfolio, ranked #104.

Evergreen Wealth Solutions first reported a position in V in Q4 2021 and has held it in 18 quarters since. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Evergreen Wealth Solutions held 7,601 shares of Visa worth $2.3M as of Q1 2026.
  • Evergreen Wealth Solutions bought 5,464 Visa shares in Q1 2026, an estimated $1.76M.
  • Visa made up 0.16% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #104 holding.
  • Evergreen Wealth Solutions first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.