MIM
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Moseley Investment Management’s Visa V Stock Holding History

Moseley Investment 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 		$2.13M Buy
7,033
+175
+3% +$56.3K 0.68% 38
2025
Q4 		$2.41M Sell
6,858
-241
-3% -$82.1K 0.74% 32
2025
Q3 		$2.42M Buy
7,099
+131
+2% +$45.3K 0.74% 34
2025
Q2 		$2.47M Buy
6,968
+511
+8% +$178K 0.85% 32
2025
Q1 		$2.26M Buy
6,457
+20
+0.3% +$6.77K 0.89% 29
2024
Q4 		$2.03M Sell
6,437
-445
-6% -$134K 0.79% 28
2024
Q3 		$1.89M Buy
6,882
+725
+12% +$196K 0.76% 32
2024
Q2 		$1.62M Buy
6,157
+68
+1% +$18.6K 0.75% 35
2024
Q1 		$1.7M Sell
6,089
-14
-0.2% -$3.87K 0.84% 31
2023
Q4 		$1.59M Buy
6,103
+414
+7% +$102K 0.88% 28
2023
Q3 		$1.31M Sell
5,689
-10
-0.2% -$2.4K 0.78% 32
2023
Q2 		$1.35M Buy
5,699
+257
+5% +$58.8K 0.79% 31
2023
Q1 		$1.23M Buy
5,442
+121
+2% +$26.9K 0.8% 33
2022
Q4 		$1.11M Buy
5,321
+38
+0.7% +$7.66K 0.79% 34
2022
Q3 		$938K Buy
5,283
+60
+1% +$12.2K 0.69% 39
2022
Q2 		$1.03M Sell
5,223
-43
-0.8% -$8.89K 0.72% 38
2022
Q1 		$1.17M Buy
5,266
+212
+4% +$45.9K 0.63% 46
2021
Q4 		$1.09M Buy
5,054
+239
+5% +$51.3K 0.5% 61
2021
Q3 		$1.11M Buy
4,815
+169
+4% +$39.6K 0.56% 59
2021
Q2 		$1.09M Buy
4,646
+750
+19% +$171K 0.53% 56
2021
Q1 		$825K Sell
3,896
-2,547
-40% -$536K 0.46% 66
2020
Q4 		$1.41M Buy
6,443
+200
+3% +$40.9K 0.82% 35
2020
Q3 		$1.25M Buy
6,243
+241
+4% +$48.1K 0.89% 29
2020
Q2 		$1.16M Buy
6,002
+287
+5% +$52.4K 0.96% 27
2020
Q1 		$921K Buy
5,715
+280
+5% +$52.7K 1.08% 26
2019
Q4 		$1.02M Buy
5,435
+63
+1% +$11.4K 1% 30
2019
Q3 		$924K Buy
5,372
+283
+6% +$50.4K 0.97% 34
2019
Q2 		$883K Buy
5,089
+195
+4% +$31.9K 0.82% 39
2019
Q1 		$764K Buy
+4,894
New +$705K 0.79% 39

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

Moseley Investment Management's V Position: Q1 2026 in Review

Moseley Investment Management increased its Visa (V) stake by 2.6% in Q1 2026, buying an estimated $56.3K and bringing the position to 7,033 shares worth $2.13M. The position accounts for 0.68% of the portfolio, ranked #38.

Moseley Investment Management first reported a position in V in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.47M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Moseley Investment Management held 7,033 shares of Visa worth $2.13M as of Q1 2026.
  • Moseley Investment Management bought 175 Visa shares in Q1 2026, an estimated $56.3K.
  • Visa made up 0.68% of Moseley Investment Management's portfolio in Q1 2026, its #38 holding.
  • Moseley Investment Management first reported a position in Visa in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's Visa position peaked at $2.47M in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.