LP
V icon

Longview Partners’s Visa V Stock Holding History

Longview Partners’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 		$313M Sell
1,036,806
-228,345
-18% -$73.4M 4.44% 8
2025
Q4 		$444M Sell
1,265,151
-69,441
-5% -$23.7M 4.63% 9
2025
Q3 		$456M Sell
1,334,592
-304,134
-19% -$105M 4.76% 7
2025
Q2 		$582M Sell
1,638,726
-100,400
-6% -$35M 5.01% 6
2025
Q1 		$609M Sell
1,739,126
-260,842
-13% -$88.3M 4.9% 5
2024
Q4 		$632M Sell
1,999,968
-87,508
-4% -$26.3M 4.72% 8
2024
Q3 		$574M Buy
2,087,476
+11,762
+0.6% +$3.18M 3.94% 17
2024
Q2 		$545M Sell
2,075,714
-283,810
-12% -$77.8M 4.04% 16
2024
Q1 		$658M Sell
2,359,524
-66,730
-3% -$18.4M 4.25% 11
2023
Q4 		$632M Sell
2,426,254
-170,030
-7% -$41.9M 4.21% 9
2023
Q3 		$597M Buy
2,596,284
+9,376
+0.4% +$2.25M 4.23% 9
2023
Q2 		$614M Buy
2,586,908
+44,735
+2% +$10.2M 4.02% 15
2023
Q1 		$573M Buy
+2,542,173
New +$566M 4.04% 15

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

Longview Partners's V Position: Q1 2026 in Review

Longview Partners reduced its Visa (V) stake by 18% in Q1 2026, selling an estimated $73.4M and leaving 1,036,806 shares worth $313M. The position accounts for 4.44% of the portfolio, ranked #8.

Longview Partners first reported a position in V in Q1 2023 and has held it in 13 quarters since. The position peaked at $658M in Q1 2024. 4,449 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Longview Partners held 1,036,806 shares of Visa worth $313M as of Q1 2026.
  • Longview Partners sold 228,345 Visa shares in Q1 2026, an estimated $73.4M.
  • Visa made up 4.44% of Longview Partners's portfolio in Q1 2026, its #8 holding.
  • Longview Partners first reported a position in Visa in Q1 2023 and has held it in 13 quarters since.
  • Longview Partners's Visa position peaked at $658M in Q1 2024.
  • 4,449 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Longview Partners's 13F filing for Q1 2026, filed 15 May 2026.