Hillsdale Investment Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.37M Sell
24,375
-1,820
-7% -$585K 0.2% 110
2025
Q4
$9.19M Sell
26,195
-6,055
-19% -$2.06M 0.25% 69
2025
Q3
$11M Buy
32,250
+13,635
+73% +$4.72M 0.33% 48
2025
Q2
$6.61M Buy
18,615
+14,730
+379% +$5.13M 0.24% 83
2025
Q1
$1.36M Buy
3,885
+880
+29% +$298K 0.07% 231
2024
Q4
$950K Buy
3,005
+1,000
+50% +$301K 0.05% 246
2024
Q3
$551K Sell
2,005
-828
-29% -$224K 0.04% 344
2024
Q2
$744K Buy
2,833
+667
+31% +$183K 0.06% 238
2024
Q1
$604K Buy
2,166
+73
+3% +$20.2K 0.05% 284
2023
Q4
$545K Sell
2,093
-490
-19% -$121K 0.04% 276
2023
Q3
$594K Buy
2,583
+1,160
+82% +$279K 0.05% 224
2023
Q2
$338K Buy
1,423
+310
+28% +$71K 0.03% 311
2023
Q1
$251K Buy
1,113
+180
+19% +$40.1K 0.02% 408
2022
Q4
$194K Sell
933
-220
-19% -$44.4K 0.02% 407
2022
Q3
$205K Buy
1,153
+90
+8% +$18.3K 0.02% 392
2022
Q2
$209K Buy
1,063
+324
+44% +$67K 0.02% 397
2022
Q1
$164K Sell
739
-50
-6% -$10.8K 0.01% 408
2021
Q4
$171K Sell
789
-311
-28% -$66.8K 0.01% 415
2021
Q3
$245K Buy
1,100
+280
+34% +$65.7K 0.02% 410
2021
Q2
$192K Sell
820
-90
-10% -$20.6K 0.02% 409
2021
Q1
$193K Sell
910
-40
-4% -$8.42K 0.02% 402
2020
Q4
$208K Hold
950
0.02% 387
2020
Q3
$190K Hold
950
0.02% 392
2020
Q2
$184K Sell
950
-350
-27% -$63.9K 0.02% 393
2020
Q1
$210K Sell
1,300
-135
-9% -$25.4K 0.03% 401
2019
Q4
$270K Hold
1,435
0.02% 397
2019
Q3
$247K Buy
1,435
+175
+14% +$31.2K 0.02% 404
2019
Q2
$219K Buy
1,260
+70
+6% +$11.5K 0.02% 393
2019
Q1
$186K Buy
1,190
+1,180
+11,800% +$170K 0.02% 385
2018
Q4
$1K Sell
10
-5
-33% -$691 ﹤0.01% 578
2018
Q3
$2K Hold
15
﹤0.01% 467
2018
Q2
$2K Sell
15
-5
-25% -$644 ﹤0.01% 479
2018
Q1
$2K Sell
20
-15
-43% -$1.82K ﹤0.01% 451
2017
Q4
$4K Buy
+35
New +$3.87K ﹤0.01% 420

Other funds holding V

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

Hillsdale Investment Management reduced its Visa (V) stake by 6.9% in Q1 2026, selling an estimated $585K and leaving 24,375 shares worth $7.37M. The position accounts for 0.2% of the portfolio, ranked #110.

Hillsdale Investment Management first reported a position in V in Q4 2017 and has held it in 34 quarters since. The position peaked at $11M in Q3 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Hillsdale Investment Management held 24,375 shares of Visa worth $7.37M as of Q1 2026.
  • Hillsdale Investment Management sold 1,820 Visa shares in Q1 2026, an estimated $585K.
  • Visa made up 0.2% of Hillsdale Investment Management's portfolio in Q1 2026, its #110 holding.
  • Hillsdale Investment Management first reported a position in Visa in Q4 2017 and has held it in 34 quarters since.
  • Hillsdale Investment Management's Visa position peaked at $11M in Q3 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.