Jessup Wealth Management’s Visa V Stock Holding History

Jessup Wealth 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	$1.22M	Sell	4,026 -502	-11%	-$161K	0.44%	32
2025 Q4	$1.59M	Sell	4,528 -32	-0.7%	-$10.9K	0.53%	32
2025 Q3	$1.56M	Sell	4,560 -42	-0.9%	-$14.5K	0.58%	29
2025 Q2	$1.63M	Sell	4,602 -26	-0.6%	-$9.06K	0.66%	31
2025 Q1	$1.62M	Sell	4,628 -17	-0.4%	-$5.75K	0.68%	29
2024 Q4	$1.47M	Sell	4,645 -136	-3%	-$40.9K	0.63%	29
2024 Q3	$1.31M	Sell	4,781 -192	-4%	-$51.9K	0.6%	27
2024 Q2	$1.31M	Sell	4,973 -78	-2%	-$21.4K	0.56%	34
2024 Q1	$1.41M	Buy	5,051 +37	+0.7%	+$10.2K	0.6%	36
2023 Q4	$1.31M	Sell	5,014 -1,051	-17%	-$259K	0.65%	28
2023 Q3	$1.4M	Sell	6,065 -1,473	-20%	-$354K	0.8%	29
2023 Q2	$1.79M	Sell	7,538 -443	-6%	-$101K	0.96%	28
2023 Q1	$1.8M	Buy	7,981 +32	+0.4%	+$7.12K	1.07%	26
2022 Q4	$1.65M	Buy	+7,949	New	+$1.6M	1.05%	27

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

Jessup Wealth Management's V Position: Q1 2026 in Review

Jessup Wealth Management reduced its Visa (V) stake by 11% in Q1 2026, selling an estimated $161K and leaving 4,026 shares worth $1.22M. The position accounts for 0.44% of the portfolio, ranked #32.

Jessup Wealth Management first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.8M in Q1 2023. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Jessup Wealth Management held 4,026 shares of Visa worth $1.22M as of Q1 2026.
Jessup Wealth Management sold 502 Visa shares in Q1 2026, an estimated $161K.
Visa made up 0.44% of Jessup Wealth Management's portfolio in Q1 2026, its #32 holding.
Jessup Wealth Management first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
Jessup Wealth Management's Visa position peaked at $1.8M in Q1 2023.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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