Hudson Edge Investment Partners’s Visa V Stock Holding History

Hudson Edge 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
2025 Q1	–	Sell	-6,810	Closed	-$2.15M	–	187
2024 Q4	$2.15M	Sell	6,810 -285	-4%	-$85.7K	0.4%	57
2024 Q3	$1.95M	Hold	7,095	–	–	0.36%	58
2024 Q2	$1.86M	Hold	7,095	–	–	0.36%	60
2024 Q1	$1.98M	Sell	7,095 -200	-3%	-$55.2K	0.39%	57
2023 Q4	$1.9M	Sell	7,295 -20	-0.3%	-$4.93K	0.44%	56
2023 Q3	$1.68M	Sell	7,315 -230	-3%	-$55.3K	0.55%	54
2023 Q2	$1.79M	Sell	7,545 -75	-1%	-$17.2K	0.57%	53
2023 Q1	$1.72M	Hold	7,620	–	–	0.53%	53
2022 Q4	$1.58M	Sell	7,620 -60	-0.8%	-$12.1K	0.54%	55
2022 Q3	$1.36M	Sell	7,680 -50	-0.6%	-$10.2K	0.51%	57
2022 Q2	$1.52M	Hold	7,730	–	–	0.55%	53
2022 Q1	$1.71M	Sell	7,730 -400	-5%	-$86.5K	0.54%	55
2021 Q4	$1.76M	Hold	8,130	–	–	0.55%	57
2021 Q3	$1.81M	Sell	8,130 -175	-2%	-$41K	0.59%	53
2021 Q2	$1.94M	Hold	8,305	–	–	0.62%	54
2021 Q1	$1.76M	Sell	8,305 -120	-1%	-$25.3K	0.58%	54
2020 Q4	$1.84M	Sell	8,425 -380	-4%	-$77.8K	0.66%	55
2020 Q3	$1.76M	Hold	8,805	–	–	0.71%	56
2020 Q2	$1.7M	Sell	8,805 -100	-1%	-$18.3K	0.55%	54
2020 Q1	$1.44M	Sell	8,905 -190	-2%	-$35.8K	0.54%	49
2019 Q4	$1.71M	Buy	9,095 +10	+0.1%	+$1.8K	0.45%	52
2019 Q3	$1.56M	Sell	9,085 -685	-7%	-$122K	0.44%	53
2019 Q2	$1.7M	Sell	9,770 -100	-1%	-$16.4K	0.49%	51
2019 Q1	$1.54M	Sell	9,870 -364	-4%	-$52.5K	0.46%	49
2018 Q4	$1.35M	Sell	10,234 -200	-2%	-$27.6K	0.42%	48
2018 Q3	$1.57M	Hold	10,434	–	–	0.28%	52
2018 Q2	$1.38M	Sell	10,434 -175	-2%	-$22.5K	0.26%	53
2018 Q1	$1.27M	Sell	10,609 -41	-0.4%	-$4.97K	0.19%	52
2017 Q4	$1.21M	Buy	10,650 +15	+0.1%	+$1.66K	0.17%	57
2017 Q3	$1.12M	Hold	10,635	–	–	0.16%	56
2017 Q2	$997K	Hold	10,635	–	–	0.14%	57
2017 Q1	$945K	Hold	10,635	–	–	0.13%	58
2016 Q4	$830K	Sell	10,635 -110	-1%	-$8.84K	0.11%	63
2016 Q3	$889K	Sell	10,745 -50	-0.5%	-$4K	0.13%	57
2016 Q2	$801K	Sell	10,795 -1,060	-9%	-$83K	0.12%	58
2016 Q1	$907K	Sell	11,855 -150	-1%	-$10.9K	0.09%	103
2015 Q4	$931K	Sell	12,005 -911	-7%	-$70.6K	0.09%	102
2015 Q3	$900K	Hold	12,916	–	–	0.05%	102
2015 Q2	$867K	Sell	12,916 -260	-2%	-$17.6K	0.04%	105
2015 Q1	$862K	Sell	13,176 -936	-7%	-$61.9K	0.04%	105
2014 Q4	$925K	Sell	14,112 -12	-0.1%	-$722	0.03%	103
2014 Q3	$753K	Buy	14,124 +1,060	+8%	+$57K	0.03%	104
2014 Q2	$688K	Sell	13,064 -288	-2%	-$15.1K	0.02%	101
2014 Q1	$721K	Sell	13,352 -1,460	-10%	-$81.1K	0.03%	102
2013 Q4	$825K	Sell	14,812 -620	-4%	-$31.3K	0.03%	100
2013 Q3	$737K	Sell	15,432 -8	-0.1%	-$370	0.03%	101
2013 Q2	$705K	Buy	+15,440	New	+$676K	0.03%	100

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hudson Edge Investment Partners's V Position: Q1 2025 in Review

Hudson Edge Investment Partners sold out of Visa (V) in Q1 2025, closing a stake of 6,810 shares — an estimated $2.15M sold.

Hudson Edge Investment Partners first reported a position in V in Q2 2013 and held it in 47 quarters. The position peaked at $2.15M in Q4 2024. 4,278 funds tracked by Wall St. Rank hold V as of Q1 2025.

Hudson Edge Investment Partners reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
Hudson Edge Investment Partners sold 6,810 Visa shares in Q1 2025, an estimated $2.15M.
Hudson Edge Investment Partners first reported a position in Visa in Q2 2013 and held it in 47 quarters.
Hudson Edge Investment Partners's Visa position peaked at $2.15M in Q4 2024.
4,278 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2025, filed 28 Apr 2025.