LRIA
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Leonard Rickey Investment Advisors’s Visa V Stock Holding History

Leonard Rickey 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 		$864K Sell
2,857
-53
-2% -$17K 0.15% 49
2025
Q4 		$1.02M Buy
2,910
+53
+2% +$18.1K 0.18% 48
2025
Q3 		$975K Buy
2,857
+52
+2% +$18K 0.18% 46
2025
Q2 		$996K Buy
2,805
+46
+2% +$16K 0.2% 45
2025
Q1 		$925K Sell
2,759
-340
-11% -$115K 0.2% 42
2024
Q4 		$979K Buy
3,099
+3
+0.1% +$902 0.23% 42
2024
Q3 		$851K Sell
3,096
-8
-0.3% -$2.16K 0.19% 45
2024
Q2 		$815K Buy
3,104
+259
+9% +$71K 0.2% 44
2024
Q1 		$794K Buy
2,845
+243
+9% +$67.1K 0.21% 41
2023
Q4 		$677K Buy
2,602
+34
+1% +$8.38K 0.2% 44
2023
Q3 		$591K Buy
2,568
+216
+9% +$51.9K 0.19% 44
2023
Q2 		$559K Buy
2,352
+25
+1% +$5.72K 0.21% 41
2023
Q1 		$525K Buy
2,327
+141
+6% +$31.4K 0.2% 41
2022
Q4 		$454K Buy
2,186
+90
+4% +$18.1K 0.19% 42
2022
Q3 		$372K Sell
2,096
-102
-5% -$20.8K 0.17% 43
2022
Q2 		$433K Sell
2,198
-143
-6% -$29.6K 0.19% 43
2022
Q1 		$519K Buy
2,341
+46
+2% +$9.95K 0.2% 44
2021
Q4 		$497K Sell
2,295
-19
-0.8% -$4.08K 0.18% 44
2021
Q3 		$515K Buy
2,314
+69
+3% +$16.2K 0.22% 41
2021
Q2 		$548K Sell
2,245
-265
-11% -$60.6K 0.24% 39
2021
Q1 		$532K Sell
2,510
-128
-5% -$26.9K 0.21% 36
2020
Q4 		$577K Buy
2,638
+74
+3% +$15.1K 0.26% 36
2020
Q3 		$513K Buy
2,564
+805
+46% +$161K 0.32% 34
2020
Q2 		$340K Buy
1,759
+4
+0.2% +$731 0.22% 37
2020
Q1 		$283K Buy
1,755
+271
+18% +$51.1K 0.22% 42
2019
Q4 		$279K Buy
1,484
+7
+0.5% +$1.26K 0.17% 59
2019
Q3 		$254K Buy
1,477
+8
+0.5% +$1.43K 0.17% 59
2019
Q2 		$255K Buy
1,469
+136
+10% +$22.3K 0.17% 59
2019
Q1 		$208K Buy
+1,333
New +$192K 0.15% 67

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Leonard Rickey Investment Advisors's V Position: Q1 2026 in Review

Leonard Rickey Investment Advisors reduced its Visa (V) stake by 1.8% in Q1 2026, selling an estimated $17K and leaving 2,857 shares worth $864K. The position accounts for 0.15% of the portfolio, ranked #49.

Leonard Rickey Investment Advisors first reported a position in V in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.02M in Q4 2025. 4,444 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Leonard Rickey Investment Advisors held 2,857 shares of Visa worth $864K as of Q1 2026.
  • Leonard Rickey Investment Advisors sold 53 Visa shares in Q1 2026, an estimated $17K.
  • Visa made up 0.15% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #49 holding.
  • Leonard Rickey Investment Advisors first reported a position in Visa in Q1 2019 and has held it in 29 quarters since.
  • Leonard Rickey Investment Advisors's Visa position peaked at $1.02M in Q4 2025.
  • 4,444 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.