Nancy E. Dempze’s Visa V Stock Holding History

Nancy E. Dempze’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	$2.25M	Sell	7,449 -400	-5%	-$129K	1.24%	30
2025 Q4	$2.75M	Buy	7,849 +1,400	+22%	+$477K	1.43%	26
2025 Q3	$2.2M	Sell	6,449 -210	-3%	-$72.7K	1.21%	29
2025 Q2	$2.36M	Sell	6,659 -810	-11%	-$282K	1.36%	28
2025 Q1	$2.62M	Sell	7,469 -1,320	-15%	-$447K	1.57%	26
2024 Q4	$2.78M	Hold	8,789	–	–	1.6%	24
2024 Q3	$2.42M	Buy	8,789 +3,000	+52%	+$811K	1.35%	27
2024 Q2	$1.52M	Buy	5,789 +4,875	+533%	+$1.34M	1.04%	30
2024 Q1	$255K	Hold	914	–	–	0.19%	57
2023 Q4	$238K	Hold	914	–	–	0.2%	55
2023 Q3	$210K	Hold	914	–	–	0.19%	62
2023 Q2	$217K	Hold	914	–	–	0.19%	61
2023 Q1	$206K	Buy	+914	New	+$203K	0.19%	64
2022 Q2	–	Sell	-3,234	Closed	-$717K	–	72
2022 Q1	$717K	Sell	3,234 -200	-6%	-$43.3K	0.52%	47
2021 Q4	$744K	Hold	3,434	–	–	0.5%	46
2021 Q3	$765K	Sell	3,434 -400	-10%	-$93.8K	0.6%	43
2021 Q2	$897K	Buy	3,834 +174	+5%	+$39.8K	0.76%	36
2021 Q1	$775K	Sell	3,660 -515	-12%	-$108K	0.69%	37
2020 Q4	$913K	Hold	4,175	–	–	0.84%	34
2020 Q3	$835K	Hold	4,175	–	–	0.85%	34
2020 Q2	$807K	Hold	4,175	–	–	0.9%	33
2020 Q1	$673K	Sell	4,175 -425	-9%	-$80.1K	0.9%	33
2019 Q4	$865K	Sell	4,600 -200	-4%	-$36K	0.96%	34
2019 Q3	$825K	Sell	4,800 -25	-0.5%	-$4.45K	1%	33
2019 Q2	$838K	Hold	4,825	–	–	0.96%	31
2019 Q1	$753K	Hold	4,825	–	–	0.89%	32
2018 Q4	$637K	Sell	4,825 -25	-0.5%	-$3.45K	0.89%	33
2018 Q3	$728K	Sell	4,850 -20	-0.4%	-$2.84K	0.82%	33
2018 Q2	$645K	Hold	4,870	–	–	0.79%	34
2018 Q1	$582K	Sell	4,870 -96	-2%	-$11.6K	0.72%	38
2017 Q4	$566K	Buy	4,966 +500	+11%	+$55.2K	0.68%	39
2017 Q3	$470K	Sell	4,466 -400	-8%	-$40.6K	0.66%	43
2017 Q2	$456K	Hold	4,866	–	–	0.65%	43
2017 Q1	$432K	Buy	4,866 +270	+6%	+$23.2K	0.66%	46
2016 Q4	$359K	Buy	4,596 +400	+10%	+$32.2K	0.63%	48
2016 Q3	$347K	Hold	4,196	–	–	0.61%	54
2016 Q2	$311K	Hold	4,196	–	–	0.55%	61
2016 Q1	$321K	Hold	4,196	–	–	0.56%	58
2015 Q4	$325K	Buy	+4,196	New	+$325K	0.63%	58

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

Nancy E. Dempze's V Position: Q1 2026 in Review

Nancy E. Dempze reduced its Visa (V) stake by 5.1% in Q1 2026, selling an estimated $129K and leaving 7,449 shares worth $2.25M. The position accounts for 1.24% of the portfolio, ranked #30.

Nancy E. Dempze first reported a position in V in Q4 2015 and has held it in 39 quarters since. The position peaked at $2.78M in Q4 2024. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Nancy E. Dempze held 7,449 shares of Visa worth $2.25M as of Q1 2026.
Nancy E. Dempze sold 400 Visa shares in Q1 2026, an estimated $129K.
Visa made up 1.24% of Nancy E. Dempze's portfolio in Q1 2026, its #30 holding.
Nancy E. Dempze first reported a position in Visa in Q4 2015 and has held it in 39 quarters since.
Nancy E. Dempze's Visa position peaked at $2.78M in Q4 2024.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Nancy E. Dempze's 13F filing for Q1 2026, filed 14 May 2026.