MEG
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Millstone Evans Group’s Visa V Stock Holding History

Millstone Evans Group’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 		$735K Sell
2,431
-57
-2% -$18.3K 0.44% 47
2025
Q4 		$873K Sell
2,488
-1
-0% -$341 0.51% 33
2025
Q3 		$850K Hold
2,489
– – 0.54% 31
2025
Q2 		$884K Hold
2,489
– – 0.6% 31
2025
Q1 		$872K Hold
2,489
– – 0.59% 33
2024
Q4 		$787K Buy
+2,489
New +$748K 0.54% 37

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Millstone Evans Group's V Position: Q1 2026 in Review

Millstone Evans Group reduced its Visa (V) stake by 2.3% in Q1 2026, selling an estimated $18.3K and leaving 2,431 shares worth $735K. The position accounts for 0.44% of the portfolio, ranked #47.

Millstone Evans Group first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $884K in Q2 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Millstone Evans Group held 2,431 shares of Visa worth $735K as of Q1 2026.
  • Millstone Evans Group sold 57 Visa shares in Q1 2026, an estimated $18.3K.
  • Visa made up 0.44% of Millstone Evans Group's portfolio in Q1 2026, its #47 holding.
  • Millstone Evans Group first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Millstone Evans Group's Visa position peaked at $884K in Q2 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.