HIP
V icon

HUB Investment Partners’s Visa V Stock Holding History

HUB 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 		$20M Buy
66,168
+13,440
+25% +$4.32M 0.48% 36
2025
Q4 		$18.5M Buy
52,728
+3,331
+7% +$1.13M 0.48% 41
2025
Q3 		$16.9M Buy
49,397
+2,969
+6% +$1.03M 0.56% 35
2025
Q2 		$16.5M Buy
46,428
+792
+2% +$276K 0.55% 41
2025
Q1 		$16M Buy
45,636
+3,150
+7% +$1.07M 0.63% 41
2024
Q4 		$13.4M Buy
42,486
+3,344
+9% +$1.01M 0.56% 47
2024
Q3 		$10.8M Buy
39,142
+1,342
+4% +$363K 0.47% 59
2024
Q2 		$9.92M Buy
37,800
+2,566
+7% +$703K 0.38% 58
2024
Q1 		$9.83M Buy
35,234
+3,173
+10% +$876K 0.54% 51
2023
Q4 		$8.35M Buy
32,061
+3,652
+13% +$900K 0.57% 45
2023
Q3 		$6.53M Buy
28,409
+1,720
+6% +$413K 0.99% 24
2023
Q2 		$6.34M Buy
26,689
+1,128
+4% +$258K 1.05% 20
2023
Q1 		$5.76M Buy
+25,561
New +$5.69M 1.19% 19
2022
Q4 		– Sell
-25,140
Closed -$4.47M – 185
2022
Q3 		$4.47M Buy
25,140
+11,934
+90% +$2.43M 1.35% 14
2022
Q2 		$2.6M Sell
13,206
-97
-0.7% -$20K 0.81% 31
2022
Q1 		$2.95M Sell
13,303
-1,208
-8% -$261K 0.69% 32
2021
Q4 		$3.15M Sell
14,511
-186
-1% -$39.9K 0.73% 31
2021
Q3 		$3.27M Sell
14,697
-21
-0.1% -$4.92K 0.78% 27
2021
Q2 		$3.44M Sell
14,718
-1,560
-10% -$357K 0.92% 25
2021
Q1 		$3.45M Buy
16,278
+2,560
+19% +$539K 1.02% 24
2020
Q4 		$2.74M Buy
+13,718
New +$2.81M 1.25% 20

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

HUB Investment Partners's V Position: Q1 2026 in Review

HUB Investment Partners increased its Visa (V) stake by 25% in Q1 2026, buying an estimated $4.32M and bringing the position to 66,168 shares worth $20M. The position accounts for 0.48% of the portfolio, ranked #36.

HUB Investment Partners first reported a position in V in Q4 2020 and has held it in 21 quarters since. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • HUB Investment Partners held 66,168 shares of Visa worth $20M as of Q1 2026.
  • HUB Investment Partners bought 13,440 Visa shares in Q1 2026, an estimated $4.32M.
  • Visa made up 0.48% of HUB Investment Partners's portfolio in Q1 2026, its #36 holding.
  • HUB Investment Partners first reported a position in Visa in Q4 2020 and has held it in 21 quarters since.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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