Freestone Grove Partners’s Visa V Stock Holding History

Freestone Grove 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	-135,811	Closed	-$47.6M	–	1183
2025 Q4	$47.6M	Buy	135,811 +12,172	+10%	+$4.15M	0.34%	89
2025 Q3	$42.2M	Buy	+123,639	New	+$42.8M	0.32%	116
2025 Q1	–	Sell	-2,929	Closed	-$926K	–	802
2024 Q4	$926K	Buy	+2,929	New	+$881K	0.01%	305

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

Freestone Grove Partners's V Position: Q1 2026 in Review

Freestone Grove Partners sold out of Visa (V) in Q1 2026, closing a stake of 135,811 shares — an estimated $47.6M sold.

Freestone Grove Partners first reported a position in V in Q4 2024 and held it in 3 quarters. The position peaked at $47.6M in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Freestone Grove Partners reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Freestone Grove Partners sold 135,811 Visa shares in Q1 2026, an estimated $47.6M.
Freestone Grove Partners first reported a position in Visa in Q4 2024 and held it in 3 quarters.
Freestone Grove Partners's Visa position peaked at $47.6M in Q4 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.