Marietta Investment Partners’s Visa V Stock Holding History

Marietta Investment 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	$885K	Hold	2,928	–	–	0.18%	92
2025 Q4	$1.03M	Sell	2,928 -527	-15%	-$180K	0.2%	89
2025 Q3	$1.18M	Buy	3,455 +8	+0.2%	+$2.77K	0.23%	85
2025 Q2	$1.22M	Hold	3,447	–	–	0.27%	77
2025 Q1	$1.21M	Sell	3,447 -105	-3%	-$35.5K	0.29%	71
2024 Q4	$1.12M	Sell	3,552 -225	-6%	-$67.7K	0.25%	78
2024 Q3	$1.04M	Sell	3,777 -129	-3%	-$34.9K	0.22%	86
2024 Q2	$1.03M	Buy	3,906 +575	+17%	+$158K	0.23%	81
2024 Q1	$930K	Buy	3,331 +517	+18%	+$143K	0.2%	89
2023 Q4	$733K	Buy	2,814 +16	+0.6%	+$3.94K	0.18%	99
2023 Q3	$644K	Sell	2,798 -40	-1%	-$9.62K	0.18%	97
2023 Q2	$674K	Sell	2,838 -450	-14%	-$103K	0.17%	97
2023 Q1	$741K	Hold	3,288	–	–	0.21%	91
2022 Q4	$683K	Buy	3,288 +145	+5%	+$29.2K	0.19%	98
2022 Q3	$619K	Sell	3,143 -240	-7%	-$48.8K	0.18%	100
2022 Q2	$666K	Buy	+3,383	New	+$699K	0.2%	98
2020 Q4	–	Sell	-1,225	Closed	-$245K	–	159
2020 Q3	$245K	Buy	+1,225	New	+$245K	0.07%	131

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

Marietta Investment Partners's V Position: Q1 2026 in Review

Marietta Investment Partners held its Visa (V) position steady in Q1 2026 at 2,928 shares worth $885K. The position accounts for 0.18% of the portfolio, ranked #92.

Marietta Investment Partners first reported a position in V in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.22M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Marietta Investment Partners held 2,928 shares of Visa worth $885K as of Q1 2026.
Marietta Investment Partners left its Visa share count unchanged in Q1 2026.
Visa made up 0.18% of Marietta Investment Partners's portfolio in Q1 2026, its #92 holding.
Marietta Investment Partners first reported a position in Visa in Q3 2020 and has held it in 17 quarters since.
Marietta Investment Partners's Visa position peaked at $1.22M in Q2 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.