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Ewing Morris & Co Investment Partners’s Visa V Stock Holding History

Ewing Morris & Co Investment 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
Q1 		– Sell
-1,111
Closed -$394K – 97
2025
Q4 		$394K Hold
1,111
– – 0.17% 78
2025
Q3 		$379K Hold
1,111
– – 0.16% 78
2025
Q2 		$394K Buy
1,111
+144
+15% +$50.2K 0.18% 80
2025
Q1 		$488K Sell
967
-3,490
-78% -$1.18M 0.15% 75
2024
Q4 		$1.41M Buy
+4,457
New +$1.34M 0.49% 49

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ewing Morris & Co Investment Partners's V Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners sold out of Visa (V) in Q1 2026, closing a stake of 1,111 shares — an estimated $394K sold.

Ewing Morris & Co Investment Partners first reported a position in V in Q4 2024 and held it in 5 quarters. The position peaked at $1.41M in Q4 2024. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Ewing Morris & Co Investment Partners reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Ewing Morris & Co Investment Partners sold 1,111 Visa shares in Q1 2026, an estimated $394K.
  • Ewing Morris & Co Investment Partners first reported a position in Visa in Q4 2024 and held it in 5 quarters.
  • Ewing Morris & Co Investment Partners's Visa position peaked at $1.41M in Q4 2024.
  • 4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.