Laird Norton Wetherby Trust Company’s Visa V Stock Holding History

Laird Norton Wetherby Trust Company’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	$28.2M	Sell	93,344 -3,503	-4%	-$1.13M	0.62%	28
2025 Q4	$34M	Buy	+96,847	New	+$33M	0.71%	23
2022 Q2	–	Sell	-1,767	Closed	-$391K	–	188
2022 Q1	$391K	Sell	1,767 -416	-19%	-$90K	0.04%	122
2021 Q4	$473K	Buy	2,183 +154	+8%	+$33.1K	0.04%	114
2021 Q3	$451K	Buy	2,029 +464	+30%	+$109K	0.05%	104
2021 Q2	$365K	Sell	1,565 -1,035	-40%	-$237K	0.04%	110
2021 Q1	$568K	Buy	2,600 +62	+2%	+$13.1K	0.06%	84
2020 Q4	$554K	Buy	+2,538	New	+$519K	0.06%	82

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

Laird Norton Wetherby Trust Company's V Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its Visa (V) stake by 3.6% in Q1 2026, selling an estimated $1.13M and leaving 93,344 shares worth $28.2M. The position accounts for 0.62% of the portfolio, ranked #28.

Laird Norton Wetherby Trust Company first reported a position in V in Q4 2020 and has held it in 8 quarters since. The position peaked at $34M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Laird Norton Wetherby Trust Company held 93,344 shares of Visa worth $28.2M as of Q1 2026.
Laird Norton Wetherby Trust Company sold 3,503 Visa shares in Q1 2026, an estimated $1.13M.
Visa made up 0.62% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #28 holding.
Laird Norton Wetherby Trust Company first reported a position in Visa in Q4 2020 and has held it in 8 quarters since.
Laird Norton Wetherby Trust Company's Visa position peaked at $34M in Q4 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.