Junto Capital Management’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 | – | Sell |
-403,316
| Closed | -$141M | – | 123 |
|
|
2025
Q4 | $141M | Buy |
403,316
+81,005
| +25% | +$27.6M | 3.12% | 5 |
|
|
2025
Q3 | $110M | Buy |
+322,311
| New | +$112M | 2.25% | 12 |
|
|
2025
Q2 | – | Sell |
-156,007
| Closed | -$54.7M | – | 115 |
|
|
2025
Q1 | $54.7M | Buy |
156,007
+11,316
| +8% | +$3.83M | 1.15% | 26 |
|
|
2024
Q4 | $45.7M | Buy |
144,691
+94,423
| +188% | +$28.4M | 0.89% | 42 |
|
|
2024
Q3 | $13.8M | Buy |
+50,268
| New | +$13.6M | 0.31% | 73 |
|
|
2023
Q3 | – | Sell |
-186,342
| Closed | -$44.3M | – | 93 |
|
|
2023
Q2 | $44.3M | Sell |
186,342
-76,539
| -29% | -$17.5M | 1.12% | 38 |
|
|
2023
Q1 | $59.3M | Sell |
262,881
-95,661
| -27% | -$21.3M | 1.64% | 18 |
|
|
2022
Q4 | $74.5M | Buy |
358,542
+13,695
| +4% | +$2.76M | 2.12% | 12 |
|
|
2022
Q3 | $61.3M | Buy |
344,847
+233,032
| +208% | +$47.4M | 1.7% | 21 |
|
|
2022
Q2 | $22M | Sell |
111,815
-277,275
| -71% | -$57.3M | 0.65% | 57 |
|
|
2022
Q1 | $86.3M | Buy |
+389,090
| New | +$84.2M | 2.37% | 11 |
|
|
2021
Q3 | – | Sell |
-224,962
| Closed | -$52.6M | – | 74 |
|
|
2021
Q2 | $52.6M | Sell |
224,962
-12,815
| -5% | -$2.93M | 1.68% | 25 |
|
|
2021
Q1 | $50.3M | Buy |
+237,777
| New | +$50.1M | 1.81% | 24 |
|
|
2020
Q4 | – | Sell |
-382,433
| Closed | -$76.5M | – | 76 |
|
|
2020
Q3 | $76.5M | Buy |
+382,433
| New | +$76.4M | 2.78% | 10 |
|
|
2019
Q4 | – | Sell |
-287,779
| Closed | -$49.5M | – | 57 |
|
|
2019
Q3 | $49.5M | Buy |
+287,779
| New | +$51.3M | 2.94% | 13 |
|
|
2019
Q1 | – | Sell |
-220,452
| Closed | -$29.1M | – | 55 |
|
|
2018
Q4 | $29.1M | Buy |
+220,452
| New | +$30.4M | 2.04% | 25 |
|
|
2018
Q2 | – | Sell |
-226,942
| Closed | -$27.1M | – | 51 |
|
|
2018
Q1 | $27.1M | Sell |
226,942
-262,032
| -54% | -$31.8M | 2.05% | 22 |
|
|
2017
Q4 | $55.8M | Buy |
+488,974
| New | +$54M | 4.26% | 8 |
|
|
2017
Q3 | – | Sell |
-379,496
| Closed | -$35.6M | – | 45 |
|
|
2017
Q2 | $35.6M | Sell |
379,496
-227,204
| -37% | -$21.1M | 3.13% | 13 |
|
|
2017
Q1 | $53.9M | Buy |
606,700
+231,000
| +61% | +$19.9M | 5.1% | 7 |
|
|
2016
Q4 | $29.3M | Sell |
375,700
-125,100
| -25% | -$10.1M | 3.2% | 16 |
|
|
2016
Q3 | $41.4M | Buy |
500,800
+389,900
| +352% | +$31.2M | 5.44% | 7 |
|
|
2016
Q2 | $8.22M | Sell |
110,900
-227,570
| -67% | -$17.8M | 1.28% | 20 |
|
|
2016
Q1 | $25.9M | Buy |
+338,470
| New | +$24.6M | 4.43% | 11 |
|
Other funds holding V
VCM
VPM
Junto Capital Management's V Position: Q1 2026 in Review
Junto Capital Management sold out of Visa (V) in Q1 2026, closing a stake of 403,316 shares — an estimated $141M sold.
Junto Capital Management first reported a position in V in Q1 2016 and held it in 24 quarters. The position peaked at $141M in Q4 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Junto Capital Management reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
- Junto Capital Management sold 403,316 Visa shares in Q1 2026, an estimated $141M.
- Junto Capital Management first reported a position in Visa in Q1 2016 and held it in 24 quarters.
- Junto Capital Management's Visa position peaked at $141M in Q4 2025.
- 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Junto Capital Management's 13F filing for Q1 2026, filed 15 May 2026.