Intellectus Partners’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 | $2.96M | Buy |
9,799
+466
| +5% | +$150K | 0.6% | 34 |
|
|
2025
Q4 | $3.27M | Sell |
9,333
-255
| -3% | -$86.9K | 0.63% | 34 |
|
|
2025
Q3 | $3.27M | Sell |
9,588
-982
| -9% | -$340K | 0.63% | 33 |
|
|
2025
Q2 | $3.75M | Sell |
10,570
-69
| -0.6% | -$24.1K | 0.81% | 23 |
|
|
2025
Q1 | $3.73M | Sell |
10,639
-159
| -1% | -$53.8K | 0.92% | 24 |
|
|
2024
Q4 | $3.41M | Buy |
10,798
+1
| +0% | +$301 | 0.76% | 25 |
|
|
2024
Q3 | $2.97M | Buy |
10,797
+2
| +0% | +$541 | 0.76% | 28 |
|
|
2024
Q2 | $2.83M | Sell |
10,795
-783
| -7% | -$215K | 0.77% | 27 |
|
|
2024
Q1 | $3.23M | Buy |
11,578
+907
| +8% | +$250K | 0.85% | 24 |
|
|
2023
Q4 | $2.78M | Buy |
10,671
+452
| +4% | +$111K | 0.8% | 27 |
|
|
2023
Q3 | $2.35M | Buy |
10,219
+1,500
| +17% | +$361K | 0.74% | 36 |
|
|
2023
Q2 | $2.07M | Sell |
8,719
-250
| -3% | -$57.2K | 0.62% | 41 |
|
|
2023
Q1 | $2.02M | Sell |
8,969
-151
| -2% | -$33.6K | 0.64% | 44 |
|
|
2022
Q4 | $1.89M | Sell |
9,120
-60
| -0.7% | -$12.1K | 0.66% | 43 |
|
|
2022
Q3 | $1.63M | Buy |
9,180
+1,387
| +18% | +$282K | 0.58% | 46 |
|
|
2022
Q2 | $1.53M | Sell |
7,793
-17
| -0.2% | -$3.51K | 0.53% | 55 |
|
|
2022
Q1 | $1.73M | Buy |
7,810
+755
| +11% | +$163K | 0.52% | 51 |
|
|
2021
Q4 | $1.53M | Sell |
7,055
-584
| -8% | -$125K | 0.39% | 64 |
|
|
2021
Q3 | $1.7M | Hold |
7,639
| – | – | 0.41% | 62 |
|
|
2021
Q2 | $1.79M | Sell |
7,639
-481
| -6% | -$110K | 0.4% | 60 |
|
|
2021
Q1 | $1.72M | Buy |
8,120
+1,425
| +21% | +$300K | 0.47% | 57 |
|
|
2020
Q4 | $1.46M | Buy |
6,695
+581
| +10% | +$119K | 0.44% | 68 |
|
|
2020
Q3 | $1.22M | Sell |
6,114
-1,907
| -24% | -$381K | 0.46% | 58 |
|
|
2020
Q2 | $1.55M | Buy |
8,021
+548
| +7% | +$100K | 0.6% | 42 |
|
|
2020
Q1 | $1.2M | Sell |
7,473
-2,482
| -25% | -$468K | 0.57% | 41 |
|
|
2019
Q4 | $1.87M | Sell |
9,955
-18
| -0.2% | -$3.24K | 0.76% | 34 |
|
|
2019
Q3 | $1.72M | Sell |
9,973
-272
| -3% | -$48.4K | 0.75% | 34 |
|
|
2019
Q2 | $1.78M | Buy |
10,245
+197
| +2% | +$32.3K | 0.77% | 33 |
|
|
2019
Q1 | $1.57M | Buy |
10,048
+201
| +2% | +$29K | 0.67% | 37 |
|
|
2018
Q4 | $1.3M | Sell |
9,847
-470
| -5% | -$64.9K | 0.89% | 30 |
|
|
2018
Q3 | $1.55M | Sell |
10,317
-230
| -2% | -$32.7K | 0.54% | 46 |
|
|
2018
Q2 | $1.4M | Sell |
10,547
-1,107
| -9% | -$142K | 0.51% | 48 |
|
|
2018
Q1 | $1.39M | Sell |
11,654
-911
| -7% | -$110K | 0.48% | 53 |
|
|
2017
Q4 | $1.43M | Sell |
12,565
-41
| -0.3% | -$4.53K | 0.53% | 44 |
|
|
2017
Q3 | $1.33M | Sell |
12,606
-2,986
| -19% | -$303K | 0.55% | 43 |
|
|
2017
Q2 | $1.46M | Buy |
15,592
+4,605
| +42% | +$427K | 0.66% | 32 |
|
|
2017
Q1 | $976K | Buy |
10,987
+92
| +0.8% | +$7.91K | 0.5% | 53 |
|
|
2016
Q4 | $850K | Buy |
+10,895
| New | +$876K | 0.44% | 61 |
|
Other funds holding V
VCM
VPM
Intellectus Partners's V Position: Q1 2026 in Review
Intellectus Partners increased its Visa (V) stake by 5% in Q1 2026, buying an estimated $150K and bringing the position to 9,799 shares worth $2.96M. The position accounts for 0.6% of the portfolio, ranked #34.
Intellectus Partners first reported a position in V in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.75M in Q2 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Intellectus Partners held 9,799 shares of Visa worth $2.96M as of Q1 2026.
- Intellectus Partners bought 466 Visa shares in Q1 2026, an estimated $150K.
- Visa made up 0.6% of Intellectus Partners's portfolio in Q1 2026, its #34 holding.
- Intellectus Partners first reported a position in Visa in Q4 2016 and has held it in 38 quarters since.
- Intellectus Partners's Visa position peaked at $3.75M in Q2 2025.
- 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Intellectus Partners's 13F filing for Q1 2026, filed 10 Apr 2026.