MidAtlantic Capital Management’s Visa V Stock Holding History

MidAtlantic Capital 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
2026 Q1	–	Sell	-273	Closed	-$95.7K	–	214
2025 Q4	$95.7K	Buy	+273	New	+$93K	0.06%	118
2025 Q1	–	Sell	-273	Closed	-$86.3K	–	218
2024 Q4	$86.3K	Sell	273 -19	-7%	-$5.71K	0.06%	114
2024 Q3	$80.3K	Sell	292 -120	-29%	-$32.4K	0.06%	109
2024 Q2	$76.6K	Buy	412 +120	+41%	+$32.9K	0.06%	107
2024 Q1	$81.5K	Sell	292 -214	-42%	-$59.1K	0.07%	108
2023 Q4	$132K	Buy	+506	New	+$125K	0.13%	89

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

MidAtlantic Capital Management's V Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of Visa (V) in Q1 2026, closing a stake of 273 shares — an estimated $95.7K sold.

MidAtlantic Capital Management first reported a position in V in Q4 2023 and held it in 6 quarters. The position peaked at $132K in Q4 2023. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

MidAtlantic Capital Management reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
MidAtlantic Capital Management sold 273 Visa shares in Q1 2026, an estimated $95.7K.
MidAtlantic Capital Management first reported a position in Visa in Q4 2023 and held it in 6 quarters.
MidAtlantic Capital Management's Visa position peaked at $132K in Q4 2023.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.