JF
V icon

Joule Financial’s Visa V Stock Holding History

Joule Financial’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
-583
Closed -$204K – 119
2025
Q4 		$204K Sell
583
-22
-4% -$7.5K 0.06% 108
2025
Q3 		$207K Sell
605
-168
-22% -$58.1K 0.06% 111
2025
Q2 		$274K Sell
773
-26
-3% -$9.06K 0.09% 92
2025
Q1 		$280K Sell
799
-10
-1% -$3.38K 0.1% 82
2024
Q4 		$256K Sell
809
-62
-7% -$18.6K 0.09% 89
2024
Q3 		$239K Sell
871
-47
-5% -$12.7K 0.09% 97
2024
Q2 		$241K Sell
918
-55
-6% -$15.1K 0.1% 89
2024
Q1 		$272K Buy
973
+27
+3% +$7.45K 0.11% 85
2023
Q4 		$246K Hold
946
– – 0.11% 91
2023
Q3 		$218K Sell
946
-48
-5% -$11.5K 0.11% 92
2023
Q2 		$236K Sell
994
-39
-4% -$8.93K 0.12% 90
2023
Q1 		$233K Hold
1,033
– – 0.13% 91
2022
Q4 		$215K Buy
+1,033
New +$208K 0.14% 89

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Joule Financial's V Position: Q1 2026 in Review

Joule Financial sold out of Visa (V) in Q1 2026, closing a stake of 583 shares — an estimated $204K sold.

Joule Financial first reported a position in V in Q4 2022 and held it in 13 quarters. The position peaked at $280K in Q1 2025. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Joule Financial reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Joule Financial sold 583 Visa shares in Q1 2026, an estimated $204K.
  • Joule Financial first reported a position in Visa in Q4 2022 and held it in 13 quarters.
  • Joule Financial's Visa position peaked at $280K in Q1 2025.
  • 4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Joule Financial's 13F filing for Q1 2026, filed 14 Apr 2026.