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Naviter Wealth’s Visa V Stock Holding History

Naviter Wealth’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 		$4.35M Buy
14,387
+744
+5% +$239K 0.54% 37
2025
Q4 		$4.78M Sell
13,643
-3,023
-18% -$1.03M 0.62% 30
2025
Q3 		$5.69M Buy
16,666
+900
+6% +$311K 0.66% 26
2025
Q2 		$5.6M Buy
15,766
+481
+3% +$168K 0.69% 26
2025
Q1 		$5.24M Buy
15,285
+34
+0.2% +$11.5K 0.64% 32
2024
Q4 		$4.82M Buy
15,251
+3,552
+30% +$1.07M 0.58% 35
2024
Q3 		$3.22M Buy
11,699
+63
+0.5% +$17K 0.45% 57
2024
Q2 		$3.05M Buy
11,636
+793
+7% +$217K 0.46% 54
2024
Q1 		$3.03M Buy
10,843
+1,408
+15% +$389K 0.5% 49
2023
Q4 		$2.46M Buy
9,435
+1,647
+21% +$406K 0.49% 48
2023
Q3 		$1.79M Buy
7,788
+525
+7% +$126K 0.43% 54
2023
Q2 		$1.72M Buy
7,263
+1,090
+18% +$249K 0.44% 54
2023
Q1 		$1.39M Sell
6,173
-1,295
-17% -$288K 0.49% 48
2022
Q4 		$1.67M Buy
7,468
+1,556
+26% +$314K 0.46% 46
2022
Q3 		$1.05M Buy
5,912
+601
+11% +$122K 0.43% 47
2022
Q2 		$1.05M Buy
+5,311
New +$1.1M 0.43% 48

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

Naviter Wealth's V Position: Q1 2026 in Review

Naviter Wealth increased its Visa (V) stake by 5.5% in Q1 2026, buying an estimated $239K and bringing the position to 14,387 shares worth $4.35M. The position accounts for 0.54% of the portfolio, ranked #37.

Naviter Wealth first reported a position in V in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.69M in Q3 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Naviter Wealth held 14,387 shares of Visa worth $4.35M as of Q1 2026.
  • Naviter Wealth bought 744 Visa shares in Q1 2026, an estimated $239K.
  • Visa made up 0.54% of Naviter Wealth's portfolio in Q1 2026, its #37 holding.
  • Naviter Wealth first reported a position in Visa in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Visa position peaked at $5.69M in Q3 2025.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.