Naples Global Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.55M | Buy |
8,433
+279
| +3% | +$89.7K | 0.19% | 138 |
|
|
2025
Q4 | $2.86M | Buy |
8,154
+11
| +0.1% | +$3.75K | 0.21% | 116 |
|
|
2025
Q3 | $2.78M | Buy |
8,143
+1,418
| +21% | +$491K | 0.22% | 115 |
|
|
2025
Q2 | $2.39M | Buy |
6,725
+543
| +9% | +$189K | 0.21% | 128 |
|
|
2025
Q1 | $2.17M | Sell |
6,182
-231
| -4% | -$78.2K | 0.21% | 134 |
|
|
2024
Q4 | $2.03M | Sell |
6,413
-35
| -0.5% | -$10.5K | 0.19% | 139 |
|
|
2024
Q3 | $1.77M | Sell |
6,448
-83
| -1% | -$22.4K | 0.16% | 165 |
|
|
2024
Q2 | $1.71M | Sell |
6,531
-60
| -0.9% | -$16.4K | 0.17% | 158 |
|
|
2024
Q1 | $1.84M | Sell |
6,591
-56
| -0.8% | -$15.5K | 0.19% | 152 |
|
|
2023
Q4 | $1.73M | Sell |
6,647
-100
| -1% | -$24.6K | 0.19% | 148 |
|
|
2023
Q3 | $1.55M | Buy |
6,747
+1,550
| +30% | +$373K | 0.19% | 150 |
|
|
2023
Q2 | $1.23M | Buy |
5,197
+368
| +8% | +$84.2K | 0.14% | 183 |
|
|
2023
Q1 | $1.09M | Sell |
4,829
-207
| -4% | -$46.1K | 0.14% | 194 |
|
|
2022
Q4 | $1.05M | Buy |
5,036
+204
| +4% | +$41.1K | 0.13% | 202 |
|
|
2022
Q3 | $858K | Buy |
4,832
+235
| +5% | +$47.8K | 0.12% | 208 |
|
|
2022
Q2 | $905K | Buy |
4,597
+20
| +0.4% | +$4.13K | 0.12% | 207 |
|
|
2022
Q1 | $1.01M | Sell |
4,577
-246
| -5% | -$53.2K | 0.12% | 203 |
|
|
2021
Q4 | $1.04M | Buy |
4,823
+500
| +12% | +$107K | 0.12% | 201 |
|
|
2021
Q3 | $963K | Sell |
4,323
-25
| -0.6% | -$5.86K | 0.13% | 199 |
|
|
2021
Q2 | $1.02M | Buy |
4,348
+160
| +4% | +$36.6K | 0.14% | 187 |
|
|
2021
Q1 | $887K | Sell |
4,188
-235
| -5% | -$49.5K | 0.13% | 196 |
|
|
2020
Q4 | $967K | Buy |
4,423
+652
| +17% | +$133K | 0.16% | 166 |
|
|
2020
Q3 | $754K | Buy |
3,771
+132
| +4% | +$26.4K | 0.15% | 174 |
|
|
2020
Q2 | $703K | Hold |
3,639
| – | – | 0.15% | 172 |
|
|
2020
Q1 | $586K | Sell |
3,639
-154
| -4% | -$29K | 0.15% | 180 |
|
|
2019
Q4 | $713K | Buy |
3,793
+129
| +4% | +$23.2K | 0.15% | 186 |
|
|
2019
Q3 | $630K | Sell |
3,664
-325
| -8% | -$57.9K | 0.15% | 188 |
|
|
2019
Q2 | $692K | Buy |
3,989
+202
| +5% | +$33.1K | 0.17% | 172 |
|
|
2019
Q1 | $591K | Buy |
3,787
+826
| +28% | +$119K | 0.15% | 186 |
|
|
2018
Q4 | $411K | Buy |
2,961
+695
| +31% | +$96K | 0.12% | 222 |
|
|
2018
Q3 | $340K | Sell |
2,266
-28
| -1% | -$3.98K | 0.09% | 244 |
|
|
2018
Q2 | $304K | Buy |
2,294
+127
| +6% | +$16.3K | 0.09% | 255 |
|
|
2018
Q1 | $259K | Sell |
2,167
-25
| -1% | -$3.03K | 0.08% | 261 |
|
|
2017
Q4 | $250K | Buy |
2,192
+175
| +9% | +$19.3K | 0.07% | 257 |
|
|
2017
Q3 | $212K | Buy |
+2,017
| New | +$205K | 0.07% | 261 |
|
Other funds holding V
VCM
VPM
Naples Global Advisors's V Position: Q1 2026 in Review
Naples Global Advisors increased its Visa (V) stake by 3.4% in Q1 2026, buying an estimated $89.7K and bringing the position to 8,433 shares worth $2.55M. The position accounts for 0.19% of the portfolio, ranked #138.
Naples Global Advisors first reported a position in V in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.86M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Naples Global Advisors held 8,433 shares of Visa worth $2.55M as of Q1 2026.
- Naples Global Advisors bought 279 Visa shares in Q1 2026, an estimated $89.7K.
- Visa made up 0.19% of Naples Global Advisors's portfolio in Q1 2026, its #138 holding.
- Naples Global Advisors first reported a position in Visa in Q3 2017 and has held it in 35 quarters since.
- Naples Global Advisors's Visa position peaked at $2.86M in Q4 2025.
- 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.