Michael J. Puzo’s Visa V Stock Holding History

Michael J. Puzo’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	$348K	Sell	1,150 -180	-14%	-$57.9K	0.1%	57
2025 Q4	$466K	Hold	1,330	–	–	0.13%	50
2025 Q3	$454K	Hold	1,330	–	–	0.12%	52
2025 Q2	$472K	Sell	1,330 -905	-40%	-$315K	0.13%	51
2025 Q1	$783K	Sell	2,235 -75	-3%	-$25.4K	0.22%	47
2024 Q4	$730K	Sell	2,310 -575	-20%	-$173K	0.2%	45
2024 Q3	$793K	Hold	2,885	–	–	0.21%	44
2024 Q2	$757K	Sell	2,885 -100	-3%	-$27.4K	0.21%	49
2024 Q1	$833K	Sell	2,985 -225	-7%	-$62.1K	0.23%	49
2023 Q4	$836K	Sell	3,210 -365	-10%	-$90K	0.27%	45
2023 Q3	$822K	Sell	3,575 -100	-3%	-$24K	0.28%	49
2023 Q2	$873K	Hold	3,675	–	–	0.28%	49
2023 Q1	$829K	Sell	3,675 -50	-1%	-$11.1K	0.28%	49
2022 Q4	$774K	Hold	3,725	–	–	0.28%	50
2022 Q3	$662K	Buy	3,725 +25	+0.7%	+$5.09K	0.25%	55
2022 Q2	$729K	Sell	3,700 -40	-1%	-$8.27K	0.26%	55
2022 Q1	$829K	Sell	3,740 -175	-4%	-$37.8K	0.25%	55
2021 Q4	$848K	Sell	3,915 -380	-9%	-$81.6K	0.24%	50
2021 Q3	$957K	Sell	4,295 -405	-9%	-$95K	0.3%	47
2021 Q2	$1.1M	Sell	4,700 -200	-4%	-$45.7K	0.34%	48
2021 Q1	$1.04M	Sell	4,900 -225	-4%	-$47.4K	0.33%	48
2020 Q4	$1.12M	Sell	5,125 -375	-7%	-$76.7K	0.37%	47
2020 Q3	$1.1M	Sell	5,500 -325	-6%	-$64.9K	0.39%	46
2020 Q2	$1.12M	Hold	5,825	–	–	0.42%	45
2020 Q1	$938K	Sell	5,825 -780	-12%	-$147K	0.41%	43
2019 Q4	$1.24M	Sell	6,605 -370	-5%	-$66.7K	0.44%	44
2019 Q3	$1.2M	Sell	6,975 -350	-5%	-$62.3K	0.45%	43
2019 Q2	$1.27M	Sell	7,325 -1,280	-15%	-$210K	0.47%	43
2019 Q1	$1.34M	Sell	8,605 -135	-2%	-$19.5K	0.52%	42
2018 Q4	$1.15M	Sell	8,740 -800	-8%	-$110K	0.51%	42
2018 Q3	$1.43M	Sell	9,540 -200	-2%	-$28.4K	0.54%	42
2018 Q2	$1.29M	Sell	9,740 -640	-6%	-$82.4K	0.55%	44
2018 Q1	$1.24M	Sell	10,380 -900	-8%	-$109K	0.53%	43
2017 Q4	$1.29M	Buy	11,280 +960	+9%	+$106K	0.53%	41
2017 Q3	$1.08M	Hold	10,320	–	–	0.56%	42
2017 Q2	$969K	Sell	10,320 -200	-2%	-$18.6K	0.52%	43
2017 Q1	$936K	Hold	10,520	–	–	0.52%	46
2016 Q4	$820K	Hold	10,520	–	–	0.47%	47
2016 Q3	$869K	Buy	10,520 +6,400	+155%	+$512K	0.5%	49
2016 Q2	$305K	Hold	4,120	–	–	0.2%	67
2016 Q1	$315K	Buy	4,120 +2,000	+94%	+$145K	0.21%	67
2015 Q4	$164K	Sell	2,120 -1,580	-43%	-$122K	0.11%	76
2015 Q3	$257K	Buy	3,700 +92	+3%	+$6.57K	0.18%	72
2015 Q2	$243K	Hold	3,608	–	–	0.16%	73
2015 Q1	$236K	Hold	3,608	–	–	0.15%	75
2014 Q4	$236K	Buy	+3,608	New	+$217K	0.15%	75

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

Michael J. Puzo's V Position: Q1 2026 in Review

Michael J. Puzo reduced its Visa (V) stake by 14% in Q1 2026, selling an estimated $57.9K and leaving 1,150 shares worth $348K. The position accounts for 0.1% of the portfolio, ranked #57.

Michael J. Puzo first reported a position in V in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.43M in Q3 2018. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Michael J. Puzo held 1,150 shares of Visa worth $348K as of Q1 2026.
Michael J. Puzo sold 180 Visa shares in Q1 2026, an estimated $57.9K.
Visa made up 0.1% of Michael J. Puzo's portfolio in Q1 2026, its #57 holding.
Michael J. Puzo first reported a position in Visa in Q4 2014 and has held it in 46 quarters since.
Michael J. Puzo's Visa position peaked at $1.43M in Q3 2018.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.