Nabity-Jensen Investment Management’s Visa V Stock Holding History

Nabity-Jensen 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	$667K	Buy	2,208 +56	+3%	+$18K	0.46%	36
2025 Q4	$755K	Buy	2,152 +26	+1%	+$8.86K	0.51%	36
2025 Q3	$726K	Buy	2,126 +43	+2%	+$14.9K	0.5%	36
2025 Q2	$740K	Buy	2,083 +58	+3%	+$20.2K	0.55%	36
2025 Q1	$710K	Buy	2,025 +45	+2%	+$15.2K	0.56%	37
2024 Q4	$626K	Hold	1,980	–	–	0.47%	42
2024 Q3	$544K	Buy	1,980 +300	+18%	+$81.1K	0.42%	45
2024 Q2	$441K	Buy	1,680 +174	+12%	+$47.7K	0.36%	47
2024 Q1	$420K	Buy	1,506 +181	+14%	+$50K	0.35%	47
2023 Q4	$345K	Buy	+1,325	New	+$327K	0.31%	50

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

Nabity-Jensen Investment Management's V Position: Q1 2026 in Review

Nabity-Jensen Investment Management increased its Visa (V) stake by 2.6% in Q1 2026, buying an estimated $18K and bringing the position to 2,208 shares worth $667K. The position accounts for 0.46% of the portfolio, ranked #36.

Nabity-Jensen Investment Management first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $755K in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Nabity-Jensen Investment Management held 2,208 shares of Visa worth $667K as of Q1 2026.
Nabity-Jensen Investment Management bought 56 Visa shares in Q1 2026, an estimated $18K.
Visa made up 0.46% of Nabity-Jensen Investment Management's portfolio in Q1 2026, its #36 holding.
Nabity-Jensen Investment Management first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Nabity-Jensen Investment Management's Visa position peaked at $755K in Q4 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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