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Meritage Portfolio Management’s Visa V Stock Holding History

Meritage Portfolio 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
2025
Q4 		$311K Sell
887
-49
-5% -$16.7K 0.02% 266
2025
Q3 		$319K Buy
936
+1
+0.1% +$346 0.02% 270
2025
Q2 		$332K Buy
935
+25
+3% +$8.71K 0.02% 277
2025
Q1 		$319K Sell
910
-59
-6% -$20K 0.02% 280
2024
Q4 		$306K Buy
+969
New +$291K 0.02% 290

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Meritage Portfolio Management's V Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Visa (V) stake by 5.2% in Q4 2025, selling an estimated $16.7K and leaving 887 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #266.

Meritage Portfolio Management first reported a position in V in Q4 2024 and has held it in 5 quarters since. The position peaked at $332K in Q2 2025. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Meritage Portfolio Management held 887 shares of Visa worth $311K as of Q4 2025.
  • Meritage Portfolio Management sold 49 Visa shares in Q4 2025, an estimated $16.7K.
  • Visa made up 0.02% of Meritage Portfolio Management's portfolio in Q4 2025, its #266 holding.
  • Meritage Portfolio Management first reported a position in Visa in Q4 2024 and has held it in 5 quarters since.
  • Meritage Portfolio Management's Visa position peaked at $332K in Q2 2025.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.