MU
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Mirova US’s Visa V Stock Holding History

Mirova US’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 		$98.5M Sell
325,764
-446,946
-58% -$144M 1.12% 32
2025
Q4 		$271M Sell
772,710
-23,216
-3% -$7.91M 2.72% 16
2025
Q3 		$272M Sell
795,926
-30,014
-4% -$10.4M 2.74% 16
2025
Q2 		$293M Buy
825,940
+29,300
+4% +$10.2M 3.04% 13
2025
Q1 		$279M Buy
796,640
+25,846
+3% +$8.75M 3.32% 13
2024
Q4 		$244M Sell
770,794
-41,868
-5% -$12.6M 2.92% 15
2024
Q3 		$223M Buy
812,662
+6,040
+0.7% +$1.63M 2.56% 16
2024
Q2 		$212M Sell
806,622
-396,163
-33% -$109M 2.64% 16
2024
Q1 		$336M Sell
1,202,785
-19,981
-2% -$5.52M 4.51% 9
2023
Q4 		$318M Sell
1,222,766
-6,814
-0.6% -$1.68M 4.8% 10
2023
Q3 		$283M Buy
1,229,580
+47,686
+4% +$11.5M 4.79% 11
2023
Q2 		$281M Buy
1,181,894
+27,690
+2% +$6.34M 4.67% 11
2023
Q1 		$260M Sell
1,154,204
-7,854
-0.7% -$1.75M 4.72% 10
2022
Q4 		$241M Sell
1,162,058
-88,599
-7% -$17.9M 4.85% 7
2022
Q3 		$222M Sell
1,250,657
-3,135
-0.3% -$638K 5.19% 8
2022
Q2 		$247M Buy
1,253,792
+71,209
+6% +$14.7M 5.32% 9
2022
Q1 		$262M Buy
1,182,583
+93,095
+9% +$20.1M 5.04% 9
2021
Q4 		$236M Buy
1,089,488
+112,651
+12% +$24.2M 4.44% 11
2021
Q3 		$218M Buy
976,837
+104,192
+12% +$24.4M 5.08% 11
2021
Q2 		$204M Buy
872,645
+99,648
+13% +$22.8M 5.47% 9
2021
Q1 		$164M Buy
772,997
+114,572
+17% +$24.1M 5.7% 8
2020
Q4 		$144M Buy
658,425
+129,233
+24% +$26.4M 6.28% 7
2020
Q3 		$106M Buy
529,192
+141,795
+37% +$28.3M 6.05% 7
2020
Q2 		$74.8M Buy
387,397
+69,526
+22% +$12.7M 6.52% 8
2020
Q1 		$51.2M Buy
317,871
+60,675
+24% +$11.4M 6.78% 5
2019
Q4 		$48.3M Buy
+257,196
New +$46.3M 6.55% 6

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

Mirova US's V Position: Q1 2026 in Review

Mirova US reduced its Visa (V) stake by 58% in Q1 2026, selling an estimated $144M and leaving 325,764 shares worth $98.5M. The position accounts for 1.12% of the portfolio, ranked #32.

Mirova US first reported a position in V in Q4 2019 and has held it in 26 quarters since. The position peaked at $336M in Q1 2024. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Mirova US held 325,764 shares of Visa worth $98.5M as of Q1 2026.
  • Mirova US sold 446,946 Visa shares in Q1 2026, an estimated $144M.
  • Visa made up 1.12% of Mirova US's portfolio in Q1 2026, its #32 holding.
  • Mirova US first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • Mirova US's Visa position peaked at $336M in Q1 2024.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Mirova US's 13F filing for Q1 2026, filed 11 May 2026.