Generation Investment Management’s Visa V Stock Holding History

Generation Investment 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	$458M	Buy	1,514,669 +302,223	+25%	+$97.2M	4.1%	10
2025 Q4	$425M	Sell	1,212,446 -120,833	-9%	-$41.2M	2.95%	15
2025 Q3	$455M	Sell	1,333,279 -40,206	-3%	-$13.9M	3.02%	13
2025 Q2	$488M	Buy	1,373,485 +660,362	+93%	+$230M	3.1%	14
2025 Q1	$250M	Sell	713,123 -72,737	-9%	-$24.6M	1.51%	21
2024 Q4	$248M	Sell	785,860 -43,395	-5%	-$13M	1.3%	24
2024 Q3	$228M	Buy	+829,255	New	+$224M	1.07%	28
2022 Q2	–	Sell	-3,195,216	Closed	-$709M	–	49
2022 Q1	$709M	Sell	3,195,216 -11,223	-0.4%	-$2.43M	3.24%	10
2021 Q4	$695M	Buy	+3,206,439	New	+$688M	2.86%	11
2018 Q3	–	Sell	-1,402,297	Closed	-$186M	–	33
2018 Q2	$186M	Sell	1,402,297 -269,477	-16%	-$34.7M	1.64%	23
2018 Q1	$200M	Sell	1,671,774 -312,554	-16%	-$37.9M	1.95%	20
2017 Q4	$226M	Sell	1,984,328 -411,655	-17%	-$45.5M	2.19%	19
2017 Q3	$252M	Buy	+2,395,983	New	+$243M	2.42%	20

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

Generation Investment Management's V Position: Q1 2026 in Review

Generation Investment Management increased its Visa (V) stake by 25% in Q1 2026, buying an estimated $97.2M and bringing the position to 1,514,669 shares worth $458M. The position accounts for 4.1% of the portfolio, ranked #10.

Generation Investment Management first reported a position in V in Q3 2017 and has held it in 13 quarters since. The position peaked at $709M in Q1 2022. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Generation Investment Management held 1,514,669 shares of Visa worth $458M as of Q1 2026.
Generation Investment Management bought 302,223 Visa shares in Q1 2026, an estimated $97.2M.
Visa made up 4.1% of Generation Investment Management's portfolio in Q1 2026, its #10 holding.
Generation Investment Management first reported a position in Visa in Q3 2017 and has held it in 13 quarters since.
Generation Investment Management's Visa position peaked at $709M in Q1 2022.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Generation Investment Management's 13F filing for Q1 2026, filed 14 May 2026.