Menora Mivtachim Holdings’s Visa V Stock Holding History

Menora Mivtachim Holdings’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	$1.21M	Buy	4,000 +1,000	+33%	+$322K	0.01%	127
2025 Q4	$1.05M	Buy	3,000 +1,000	+50%	+$341K	﹤0.01%	109
2025 Q3	$683K	Buy	2,000 +1,000	+100%	+$346K	﹤0.01%	115
2025 Q2	$355K	Hold	1,000	–	–	﹤0.01%	121
2025 Q1	$350K	Sell	1,000 -700	-41%	-$237K	﹤0.01%	117
2024 Q4	$537K	Hold	1,700	–	–	﹤0.01%	85
2024 Q3	$467K	Hold	1,700	–	–	﹤0.01%	86
2024 Q2	$446K	Hold	1,700	–	–	﹤0.01%	87
2024 Q1	$474K	Sell	1,700 -6,030	-78%	-$1.66M	﹤0.01%	78
2023 Q4	$2.01M	Buy	7,730 +5,030	+186%	+$1.24M	0.02%	71
2023 Q3	$621K	Hold	2,700	–	–	0.01%	83
2023 Q2	$641K	Sell	2,700 -5,300	-66%	-$1.21M	0.01%	80
2023 Q1	$1.8M	Buy	8,000 +2,000	+33%	+$445K	0.02%	70
2022 Q4	$1.25M	Hold	6,000	–	–	0.02%	53
2022 Q3	$1.07M	Sell	6,000 -2,000	-25%	-$407K	0.02%	54
2022 Q2	$1.57M	Sell	8,000 -1,500	-16%	-$310K	0.03%	51
2022 Q1	$2.11M	Sell	9,500 -300	-3%	-$64.9K	0.03%	51
2021 Q4	$2.12M	Sell	9,800 -1,500	-13%	-$322K	0.03%	51
2021 Q3	$2.52M	Buy	+11,300	New	+$2.65M	0.04%	54
2020 Q4	–	Sell	-5,000	Closed	-$1M	–	57
2020 Q3	$1M	Buy	+5,000	New	+$999K	0.02%	53
2020 Q1	–	Sell	-697,427	Closed	-$131M	–	62
2019 Q4	$131M	Buy	697,427 +76,750	+12%	+$13.8M	3.12%	7
2019 Q3	$107M	Hold	620,677	–	–	2.6%	9
2019 Q2	$108M	Hold	620,677	–	–	2.92%	6
2019 Q1	$96.9M	Sell	620,677 -7,688	-1%	-$1.11M	2.6%	7
2018 Q4	$82.9M	Hold	628,365	–	–	2.4%	9
2018 Q3	$94.3M	Sell	628,365 -202,000	-24%	-$28.7M	2.55%	5
2018 Q2	$110M	Buy	830,365 +1,000	+0.1%	+$129K	3.12%	6
2018 Q1	$99.2M	Sell	829,365 -59,820	-7%	-$7.25M	3.14%	6
2017 Q4	$101M	Hold	889,185	–	–	3.91%	3
2017 Q3	$93.6M	Sell	889,185 -1,500	-0.2%	-$152K	3.8%	3
2017 Q2	$83.5M	Buy	890,685 +91,675	+11%	+$8.51M	3.89%	4
2017 Q1	$71M	Hold	799,010	–	–	3.6%	8
2016 Q4	$62.3M	Hold	799,010	–	–	3.2%	8
2016 Q3	$66.1M	Buy	799,010 +177,000	+28%	+$14.2M	3.63%	8
2016 Q2	$46.1M	Buy	622,010 +8,460	+1%	+$662K	2.61%	13
2016 Q1	$46.9M	Hold	613,550	–	–	2.81%	13
2015 Q4	$47.6M	Buy	613,550 +241,650	+65%	+$18.7M	3.03%	12
2015 Q3	$25.9M	Hold	371,900	–	–	1.93%	21
2015 Q2	$25M	Buy	371,900 +7,700	+2%	+$522K	1.9%	22
2015 Q1	$23.8M	Sell	364,200 -4,000	-1%	-$264K	1.93%	22
2014 Q4	$24.1M	Sell	368,200 -558,400	-60%	-$33.6M	2.12%	21
2014 Q3	$49.4M	Buy	926,600 +353,400	+62%	+$19M	3.4%	10
2014 Q2	$30.2M	Buy	+573,200	New	+$30M	2.42%	17

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

Menora Mivtachim Holdings's V Position: Q1 2026 in Review

Menora Mivtachim Holdings increased its Visa (V) stake by 33% in Q1 2026, buying an estimated $322K and bringing the position to 4,000 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #127.

Menora Mivtachim Holdings first reported a position in V in Q2 2014 and has held it in 43 quarters since. The position peaked at $131M in Q4 2019. 4,449 funds tracked by Wall St. Rank hold V as of Q1 2026.

Menora Mivtachim Holdings held 4,000 shares of Visa worth $1.21M as of Q1 2026.
Menora Mivtachim Holdings bought 1,000 Visa shares in Q1 2026, an estimated $322K.
Visa made up 0.01% of Menora Mivtachim Holdings's portfolio in Q1 2026, its #127 holding.
Menora Mivtachim Holdings first reported a position in Visa in Q2 2014 and has held it in 43 quarters since.
Menora Mivtachim Holdings's Visa position peaked at $131M in Q4 2019.
4,449 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2026, filed 14 May 2026.