ETCM
V icon

Evolutionary Tree Capital Management’s Visa V Stock Holding History

Evolutionary Tree Capital 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 		$1.6M Buy
5,283
+196
+4% +$63K 3% 18
2025
Q4 		$1.78M Sell
5,087
-142
-3% -$48.4K 2.07% 23
2025
Q3 		$1.79M Sell
5,229
-114
-2% -$39.5K 1.95% 25
2025
Q2 		$1.9M Sell
5,343
-709
-12% -$247K 2.01% 23
2025
Q1 		$2.12M Sell
6,052
-110
-2% -$37.2K 2.46% 20
2024
Q4 		$1.95M Sell
6,162
-4,353
-41% -$1.31M 1.98% 23
2024
Q3 		$2.89M Sell
10,515
-186
-2% -$50.3K 2.9% 15
2024
Q2 		$2.81M Sell
10,701
-175
-2% -$48K 2.89% 13
2024
Q1 		$3.04M Sell
10,876
-5,157
-32% -$1.42M 3.05% 10
2023
Q4 		$4.17M Buy
16,033
+237
+2% +$58.4K 4.61% 6
2023
Q3 		$3.63M Sell
15,796
-310
-2% -$74.5K 4.69% 5
2023
Q2 		$3.82M Buy
16,106
+109
+0.7% +$24.9K 4.6% 6
2023
Q1 		$3.61M Buy
15,997
+3,586
+29% +$798K 5% 6
2022
Q4 		$2.58M Buy
12,411
+10,871
+706% +$2.19M 2.48% 17
2022
Q3 		$274K Hold
1,540
– – 0.26% 33
2022
Q2 		$303K Hold
1,540
– – 0.33% 34
2022
Q1 		$342K Hold
1,540
– – 0.24% 33
2021
Q4 		$334K Hold
1,540
– – 0.16% 38
2021
Q3 		$343K Hold
1,540
– – 0.15% 39
2021
Q2 		$360K Hold
1,540
– – 0.17% 36
2021
Q1 		$326K Hold
1,540
– – 0.19% 35
2020
Q4 		$337K Buy
+1,540
New +$315K 0.26% 36

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

Evolutionary Tree Capital Management's V Position: Q1 2026 in Review

Evolutionary Tree Capital Management increased its Visa (V) stake by 3.9% in Q1 2026, buying an estimated $63K and bringing the position to 5,283 shares worth $1.6M. The position accounts for 3% of the portfolio, ranked #18.

Evolutionary Tree Capital Management first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.17M in Q4 2023. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Evolutionary Tree Capital Management held 5,283 shares of Visa worth $1.6M as of Q1 2026.
  • Evolutionary Tree Capital Management bought 196 Visa shares in Q1 2026, an estimated $63K.
  • Visa made up 3% of Evolutionary Tree Capital Management's portfolio in Q1 2026, its #18 holding.
  • Evolutionary Tree Capital Management first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • Evolutionary Tree Capital Management's Visa position peaked at $4.17M in Q4 2023.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Evolutionary Tree Capital Management's 13F filing for Q1 2026, filed 22 May 2026.