Evolve Private Wealth’s Visa V Stock Holding History

Evolve Private Wealth’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	$2.72M	Buy	9,010 +3,164	+54%	+$1.02M	0.15%	135
2025 Q4	$2.05M	Buy	+5,846	New	+$1.99M	0.12%	155

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Evolve Private Wealth's V Position: Q1 2026 in Review

Evolve Private Wealth increased its Visa (V) stake by 54% in Q1 2026, buying an estimated $1.02M and bringing the position to 9,010 shares worth $2.72M. The position accounts for 0.15% of the portfolio, ranked #135.

Evolve Private Wealth first reported a position in V in Q4 2025 and has held it in 2 quarters since. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

Evolve Private Wealth held 9,010 shares of Visa worth $2.72M as of Q1 2026.
Evolve Private Wealth bought 3,164 Visa shares in Q1 2026, an estimated $1.02M.
Visa made up 0.15% of Evolve Private Wealth's portfolio in Q1 2026, its #135 holding.
Evolve Private Wealth first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.