IC
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IEQ Capital’s Visa V Stock Holding History

IEQ Capital’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 		$65.8M Buy
217,643
+4,441
+2% +$1.43M 0.31% 61
2025
Q4 		$74.8M Buy
213,202
+400
+0.2% +$136K 0.22% 52
2025
Q3 		$72.6M Buy
212,802
+4,526
+2% +$1.57M 0.22% 42
2025
Q2 		$73.9M Buy
208,276
+15,398
+8% +$5.37M 0.45% 31
2025
Q1 		$67.6M Buy
192,878
+13,777
+8% +$4.66M 0.54% 29
2024
Q4 		$56.6M Buy
179,101
+11,647
+7% +$3.5M 0.55% 32
2024
Q3 		$46M Buy
167,454
+11,536
+7% +$3.12M 0.56% 29
2024
Q2 		$40.9M Buy
155,918
+7,015
+5% +$1.92M 0.55% 30
2024
Q1 		$41.6M Buy
148,903
+7,877
+6% +$2.17M 0.6% 27
2023
Q4 		$36.7M Buy
141,026
+4,510
+3% +$1.11M 0.61% 28
2023
Q3 		$31.4M Buy
136,516
+1,755
+1% +$422K 0.64% 27
2023
Q2 		$32M Buy
134,761
+5,175
+4% +$1.18M 0.65% 26
2023
Q1 		$29.2M Buy
129,586
+8,991
+7% +$2M 0.68% 25
2022
Q4 		$25.1M Buy
120,595
+2,407
+2% +$485K 0.7% 25
2022
Q3 		$21M Buy
118,188
+11,450
+11% +$2.33M 0.58% 30
2022
Q2 		$21M Buy
106,738
+651
+0.6% +$135K 0.64% 31
2022
Q1 		$23.5M Buy
106,087
+10,477
+11% +$2.27M 0.56% 31
2021
Q4 		$20.7M Buy
95,610
+2,672
+3% +$574K 0.48% 36
2021
Q3 		$20.7M Buy
92,938
+4,150
+5% +$973K 0.55% 31
2021
Q2 		$20.8M Sell
88,788
-3,029
-3% -$692K 0.61% 29
2021
Q1 		$19.4M Buy
91,817
+6,526
+8% +$1.37M 0.8% 23
2020
Q4 		$18.7M Sell
85,291
-2,690
-3% -$550K 0.83% 27
2020
Q3 		$17.6M Buy
87,981
+1,733
+2% +$346K 0.95% 20
2020
Q2 		$16.7M Buy
86,248
+18,967
+28% +$3.47M 1.08% 18
2020
Q1 		$10.8M Buy
67,281
+36,756
+120% +$6.92M 0.87% 24
2019
Q4 		$5.74M Buy
+30,525
New +$5.5M 0.5% 32

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

IEQ Capital's V Position: Q1 2026 in Review

IEQ Capital increased its Visa (V) stake by 2.1% in Q1 2026, buying an estimated $1.43M and bringing the position to 217,643 shares worth $65.8M. The position accounts for 0.31% of the portfolio, ranked #61.

IEQ Capital first reported a position in V in Q4 2019 and has held it in 26 quarters since. The position peaked at $74.8M in Q4 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • IEQ Capital held 217,643 shares of Visa worth $65.8M as of Q1 2026.
  • IEQ Capital bought 4,441 Visa shares in Q1 2026, an estimated $1.43M.
  • Visa made up 0.31% of IEQ Capital's portfolio in Q1 2026, its #61 holding.
  • IEQ Capital first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's Visa position peaked at $74.8M in Q4 2025.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.