IIM
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Ironwood Investment Management’s Visa V Stock Holding History

Ironwood Investment Management’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 		$1.03M Sell
3,392
-160
-5% -$51.4K 0.43% 71
2025
Q4 		$1.25M Buy
3,552
+12
+0.3% +$4.09K 0.52% 59
2025
Q3 		$1.21M Sell
3,540
-12
-0.3% -$4.15K 0.53% 63
2025
Q2 		$1.26M Buy
3,552
+42
+1% +$14.6K 0.61% 54
2025
Q1 		$1.23M Sell
3,510
-15
-0.4% -$5.08K 0.67% 50
2024
Q4 		$1.11M Buy
3,525
+28
+0.8% +$8.42K 0.55% 64
2024
Q3 		$962K Buy
3,497
+8
+0.2% +$2.16K 0.47% 72
2024
Q2 		$916K Sell
3,489
-34
-1% -$9.32K 0.49% 68
2024
Q1 		$983K Buy
3,523
+101
+3% +$27.9K 0.48% 61
2023
Q4 		$891K Buy
3,422
+85
+3% +$21K 0.47% 62
2023
Q3 		$768K Sell
3,337
-164
-5% -$39.4K 0.47% 63
2023
Q2 		$831K Sell
3,501
-203
-5% -$46.5K 0.48% 66
2023
Q1 		$835K Sell
3,704
-54
-1% -$12K 0.52% 64
2022
Q4 		$781K Buy
3,758
+67
+2% +$13.5K 0.51% 64
2022
Q3 		$656K Sell
3,691
-50
-1% -$10.2K 0.46% 77
2022
Q2 		$737K Buy
3,741
+29
+0.8% +$5.99K 0.49% 73
2022
Q1 		$823K Sell
3,712
-286
-7% -$61.9K 0.45% 78
2021
Q4 		$866K Buy
3,998
+28
+0.7% +$6.01K 0.43% 78
2021
Q3 		$884K Buy
3,970
+6
+0.2% +$1.41K 0.46% 75
2021
Q2 		$927K Buy
3,964
+134
+3% +$30.6K 0.47% 76
2021
Q1 		$811K Buy
3,830
+148
+4% +$31.2K 0.43% 82
2020
Q4 		$805K Buy
3,682
+58
+2% +$11.9K 0.47% 76
2020
Q3 		$725K Buy
3,624
+85
+2% +$17K 0.52% 76
2020
Q2 		$684K Buy
3,539
+1,528
+76% +$279K 0.53% 75
2020
Q1 		$324K Buy
+2,011
New +$379K 0.32% 111

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

Ironwood Investment Management's V Position: Q1 2026 in Review

Ironwood Investment Management reduced its Visa (V) stake by 4.5% in Q1 2026, selling an estimated $51.4K and leaving 3,392 shares worth $1.03M. The position accounts for 0.43% of the portfolio, ranked #71.

Ironwood Investment Management first reported a position in V in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.26M in Q2 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Ironwood Investment Management held 3,392 shares of Visa worth $1.03M as of Q1 2026.
  • Ironwood Investment Management sold 160 Visa shares in Q1 2026, an estimated $51.4K.
  • Visa made up 0.43% of Ironwood Investment Management's portfolio in Q1 2026, its #71 holding.
  • Ironwood Investment Management first reported a position in Visa in Q1 2020 and has held it in 25 quarters since.
  • Ironwood Investment Management's Visa position peaked at $1.26M in Q2 2025.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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