LaSalle St. Investment Advisors’s Visa V Stock Holding History

LaSalle St. Investment Advisors’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	$2.03M	Buy	6,725 +634	+10%	+$204K	0.29%	60
2025 Q4	$2.14M	Buy	6,091 +356	+6%	+$121K	0.34%	48
2025 Q3	$1.96M	Sell	5,735 -56	-1%	-$19.4K	0.35%	45
2025 Q2	$2.06M	Sell	5,791 -928	-14%	-$323K	0.56%	30
2025 Q1	$2.35M	Buy	6,719 +198	+3%	+$67K	0.55%	32
2024 Q4	$2.06M	Buy	6,521 +732	+13%	+$220K	0.64%	25
2024 Q3	$1.59M	Buy	5,789 +679	+13%	+$184K	0.63%	28
2024 Q2	$1.34M	Buy	5,110 +1,062	+26%	+$291K	0.67%	27
2024 Q1	$1.06M	Hold	4,048	–	–	0.59%	29
2023 Q4	$10.5M	Buy	4,048 +61	+2%	+$15K	0.71%	26
2023 Q3	$917K	Buy	3,987 +67	+2%	+$16.1K	0.45%	34
2023 Q2	$930K	Buy	3,920 +168	+4%	+$38.5K	0.41%	35
2023 Q1	$846K	Buy	+3,752	New	+$835K	0.37%	45

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

LaSalle St. Investment Advisors's V Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its Visa (V) stake by 10% in Q1 2026, buying an estimated $204K and bringing the position to 6,725 shares worth $2.03M. The position accounts for 0.29% of the portfolio, ranked #60.

LaSalle St. Investment Advisors first reported a position in V in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.5M in Q4 2023. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

LaSalle St. Investment Advisors held 6,725 shares of Visa worth $2.03M as of Q1 2026.
LaSalle St. Investment Advisors bought 634 Visa shares in Q1 2026, an estimated $204K.
Visa made up 0.29% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #60 holding.
LaSalle St. Investment Advisors first reported a position in Visa in Q1 2023 and has held it in 13 quarters since.
LaSalle St. Investment Advisors's Visa position peaked at $10.5M in Q4 2023.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.