Lodestar Private Asset Management’s Visa V Stock Holding History

Lodestar Private Asset Management’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	$692K	Sell	2,289 -30	-1%	-$9.65K	0.07%	131
2025 Q4	$813K	Sell	2,319 -165	-7%	-$56.2K	0.08%	118
2025 Q3	$848K	Sell	2,484 -105	-4%	-$36.3K	0.09%	112
2025 Q2	$919K	Buy	2,589 +307	+13%	+$107K	0.11%	104
2025 Q1	$800K	Sell	2,282 -100	-4%	-$33.8K	0.1%	108
2024 Q4	$753K	Hold	2,382	–	–	0.09%	112
2024 Q3	$655K	Hold	2,382	–	–	0.08%	121
2024 Q2	$625K	Sell	2,382 -27	-1%	-$7.4K	0.09%	122
2024 Q1	$672K	Buy	2,409 +20	+0.8%	+$5.52K	0.1%	117
2023 Q4	$622K	Hold	2,389	–	–	0.1%	121
2023 Q3	$549K	Buy	2,389 +28	+1%	+$6.73K	0.09%	120
2023 Q2	$561K	Buy	2,361 +40	+2%	+$9.15K	0.09%	118
2023 Q1	$523K	Sell	2,321 -334	-13%	-$74.3K	0.09%	120
2022 Q4	$552K	Buy	+2,655	New	+$535K	0.11%	116

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

Lodestar Private Asset Management's V Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its Visa (V) stake by 1.3% in Q1 2026, selling an estimated $9.65K and leaving 2,289 shares worth $692K. The position accounts for 0.07% of the portfolio, ranked #131.

Lodestar Private Asset Management first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $919K in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Lodestar Private Asset Management held 2,289 shares of Visa worth $692K as of Q1 2026.
Lodestar Private Asset Management sold 30 Visa shares in Q1 2026, an estimated $9.65K.
Visa made up 0.07% of Lodestar Private Asset Management's portfolio in Q1 2026, its #131 holding.
Lodestar Private Asset Management first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's Visa position peaked at $919K in Q2 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.