Inlet Private Wealth’s Visa V Stock Holding History

Inlet Private Wealth’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	–	Sell	-726	Closed	-$255K	–	133
2025 Q4	$255K	Hold	726	–	–	0.06%	120
2025 Q3	$248K	Buy	+726	New	+$251K	0.06%	125

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

Inlet Private Wealth's V Position: Q1 2026 in Review

Inlet Private Wealth sold out of Visa (V) in Q1 2026, closing a stake of 726 shares — an estimated $255K sold.

Inlet Private Wealth first reported a position in V in Q3 2025 and held it in 2 quarters. The position peaked at $255K in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Inlet Private Wealth reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Inlet Private Wealth sold 726 Visa shares in Q1 2026, an estimated $255K.
Inlet Private Wealth first reported a position in Visa in Q3 2025 and held it in 2 quarters.
Inlet Private Wealth's Visa position peaked at $255K in Q4 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.