Kovitz Investment Group 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 | $7.69M | Sell |
25,459
-943
| -4% | -$303K | 0.18% | 113 |
|
|
2025
Q4 | $9.26M | Sell |
26,402
-507,366
| -95% | -$173M | 0.21% | 103 |
|
|
2025
Q3 | $182M | Sell |
533,768
-889
| -0.2% | -$308K | 0.71% | 29 |
|
|
2025
Q2 | $190M | Sell |
534,657
-85,503
| -14% | -$29.8M | 0.81% | 25 |
|
|
2025
Q1 | $217M | Sell |
620,160
-34,442
| -5% | -$11.7M | 1.09% | 18 |
|
|
2024
Q4 | $207M | Buy |
654,602
+57,181
| +10% | +$17.2M | 1.01% | 20 |
|
|
2024
Q3 | $157M | Sell |
597,421
-11,324
| -2% | -$3.06M | 1.12% | 17 |
|
|
2024
Q2 | $160M | Buy |
608,745
+28,668
| +5% | +$7.86M | 1.37% | 15 |
|
|
2024
Q1 | $162M | Buy |
580,077
+27,799
| +5% | +$7.68M | 2.06% | 10 |
|
|
2023
Q4 | $144M | Buy |
552,278
+4,086
| +0.7% | +$1.01M | 2.38% | 8 |
|
|
2023
Q3 | $126M | Sell |
548,192
-144,964
| -21% | -$34.8M | 2.27% | 10 |
|
|
2023
Q2 | $165M | Buy |
693,156
+129,120
| +23% | +$29.6M | 2.41% | 8 |
|
|
2023
Q1 | $127M | Buy |
564,036
+22,679
| +4% | +$5.05M | 2.21% | 9 |
|
|
2022
Q4 | $112M | Sell |
541,357
-9,734
| -2% | -$1.96M | 2.22% | 8 |
|
|
2022
Q3 | $97.9M | Buy |
551,091
+6,123
| +1% | +$1.25M | 2.26% | 10 |
|
|
2022
Q2 | $107M | Buy |
544,968
+1,481
| +0.3% | +$306K | 2.38% | 9 |
|
|
2022
Q1 | $121M | Buy |
543,487
+303,191
| +126% | +$65.6M | 2.3% | 9 |
|
|
2021
Q4 | $52.4M | Sell |
240,296
-72,232
| -23% | -$15.5M | 1.23% | 29 |
|
|
2021
Q3 | $69.6M | Buy |
312,528
+1,366
| +0.4% | +$320K | 1.39% | 25 |
|
|
2021
Q2 | $72.8M | Buy |
311,162
+42,459
| +16% | +$9.71M | 1.43% | 24 |
|
|
2021
Q1 | $56.9M | Buy |
268,703
+80,985
| +43% | +$17M | 1.33% | 24 |
|
|
2020
Q4 | $41.1M | Buy |
187,718
+5,152
| +3% | +$1.05M | 1% | 35 |
|
|
2020
Q3 | $36.5M | Buy |
182,566
+607
| +0.3% | +$121K | 1.02% | 33 |
|
|
2020
Q2 | $35.1M | Buy |
181,959
+13,745
| +8% | +$2.51M | 1.09% | 31 |
|
|
2020
Q1 | $27.1M | Buy |
168,214
+155,473
| +1,220% | +$29.3M | 0.98% | 35 |
|
|
2019
Q4 | $2.39M | Buy |
12,741
+1,519
| +14% | +$274K | 0.07% | 182 |
|
|
2019
Q3 | $1.93M | Buy |
11,222
+723
| +7% | +$129K | 0.06% | 200 |
|
|
2019
Q2 | $1.82M | Sell |
10,499
-1,276
| -11% | -$209K | 0.06% | 202 |
|
|
2019
Q1 | $1.84M | Buy |
11,775
+10,256
| +675% | +$1.48M | 0.06% | 206 |
|
|
2018
Q4 | $200K | Sell |
1,519
-61
| -4% | -$8.43K | 0.01% | 251 |
|
|
2018
Q3 | $237K | Sell |
1,580
-625
| -28% | -$88.9K | 0.01% | 141 |
|
|
2018
Q2 | $292K | Sell |
2,205
-413
| -16% | -$53.2K | 0.01% | 130 |
|
|
2018
Q1 | $313K | Sell |
2,618
-576
| -18% | -$69.8K | 0.02% | 125 |
|
|
2017
Q4 | $364 | Sell |
3,194
-571
| -15% | -$63.1K | 0.02% | 132 |
|
|
2017
Q3 | $396K | Buy |
3,765
+671
| +22% | +$68.1K | 0.02% | 126 |
|
|
2017
Q2 | $290K | Buy |
+3,094
| New | +$287K | 0.02% | 136 |
|
Other funds holding V
VCM
VPM
Kovitz Investment Group Partners's V Position: Q1 2026 in Review
Kovitz Investment Group Partners reduced its Visa (V) stake by 3.6% in Q1 2026, selling an estimated $303K and leaving 25,459 shares worth $7.69M. The position accounts for 0.18% of the portfolio, ranked #113.
Kovitz Investment Group Partners first reported a position in V in Q2 2017 and has held it in 36 quarters since. The position peaked at $217M in Q1 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Kovitz Investment Group Partners held 25,459 shares of Visa worth $7.69M as of Q1 2026.
- Kovitz Investment Group Partners sold 943 Visa shares in Q1 2026, an estimated $303K.
- Visa made up 0.18% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #113 holding.
- Kovitz Investment Group Partners first reported a position in Visa in Q2 2017 and has held it in 36 quarters since.
- Kovitz Investment Group Partners's Visa position peaked at $217M in Q1 2025.
- 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.