Kuhn & Co Investment Counsel’s Visa V Stock Holding History

Kuhn & Co Investment Counsel’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	$1.89M	Buy	6,238 +142	+2%	+$45.7K	1.21%	23
2025 Q4	$2.14M	Buy	6,096 +32	+0.5%	+$10.9K	1.42%	17
2025 Q3	$2.07M	Sell	6,064 -32	-0.5%	-$11.1K	1.64%	14
2025 Q2	$2.16M	Hold	6,096	–	–	1.64%	15
2025 Q1	$2.14M	Sell	6,096 -524	-8%	-$177K	1.8%	12
2024 Q4	$2.09M	Hold	6,620	–	–	1.78%	13
2024 Q3	$1.82M	Hold	6,620	–	–	1.55%	15
2024 Q2	$1.74M	Sell	6,620 -83	-1%	-$22.7K	1.56%	16
2024 Q1	$1.87M	Sell	6,703 -10	-0.1%	-$2.76K	1.76%	14
2023 Q4	$1.75M	Buy	+6,713	New	+$1.65M	1.79%	14

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

Kuhn & Co Investment Counsel's V Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its Visa (V) stake by 2.3% in Q1 2026, buying an estimated $45.7K and bringing the position to 6,238 shares worth $1.89M. The position accounts for 1.21% of the portfolio, ranked #23.

Kuhn & Co Investment Counsel first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.16M in Q2 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

Kuhn & Co Investment Counsel held 6,238 shares of Visa worth $1.89M as of Q1 2026.
Kuhn & Co Investment Counsel bought 142 Visa shares in Q1 2026, an estimated $45.7K.
Visa made up 1.21% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #23 holding.
Kuhn & Co Investment Counsel first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Kuhn & Co Investment Counsel's Visa position peaked at $2.16M in Q2 2025.
4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.