Nichols & Pratt Advisers’s Visa V Stock Holding History

Nichols & Pratt Advisers’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	$2.63M	Hold	8,697	–	–	0.17%	54
2025 Q4	$3.05M	Sell	8,697 -2	-0%	-$681	0.19%	48
2025 Q3	$2.97M	Hold	8,699	–	–	0.19%	49
2025 Q2	$3.09M	Buy	8,699 +1,292	+17%	+$450K	0.21%	50
2025 Q1	$2.6M	Sell	7,407 -1,355	-15%	-$459K	0.18%	51
2024 Q4	$2.77M	Sell	8,762 -164	-2%	-$49.3K	0.18%	49
2024 Q3	$2.45M	Buy	8,926 +3,284	+58%	+$888K	0.16%	56
2024 Q2	$1.48M	Buy	5,642 +8	+0.1%	+$2.19K	0.1%	59
2024 Q1	$1.57M	Sell	5,634 -1,022	-15%	-$282K	0.11%	59
2023 Q4	$1.73M	Hold	6,656	–	–	0.12%	59
2023 Q3	$1.53M	Sell	6,656 -37	-0.6%	-$8.89K	0.12%	61
2023 Q2	$1.59M	Buy	6,693 +3,075	+85%	+$704K	0.12%	60
2023 Q1	$816K	Sell	3,618 -100	-3%	-$22.3K	0.06%	73
2022 Q4	$772K	Hold	3,718	–	–	0.06%	71
2022 Q3	$660K	Sell	3,718 -3,840	-51%	-$781K	0.06%	71
2022 Q2	$1.49M	Buy	7,558 +180	+2%	+$37.2K	0.12%	60
2022 Q1	$1.64M	Sell	7,378 -180	-2%	-$38.9K	0.12%	60
2021 Q4	$1.64M	Buy	7,558 +350	+5%	+$75.1K	0.11%	64
2021 Q3	$1.66M	Hold	7,208	–	–	0.13%	61
2021 Q2	$1.69M	Hold	7,208	–	–	0.13%	64
2021 Q1	$1.53M	Hold	7,208	–	–	0.12%	60
2020 Q4	$1.58M	Hold	7,208	–	–	0.13%	55
2020 Q3	$1.44M	Sell	7,208 -50	-0.7%	-$9.99K	0.12%	55
2020 Q2	$1.4M	Sell	7,258 -4,365	-38%	-$797K	0.13%	56
2020 Q1	$1.87M	Buy	11,623 +500	+4%	+$94.2K	0.19%	52
2019 Q4	$2.09M	Sell	11,123 -1,100	-9%	-$198K	0.17%	55
2019 Q3	$2.1M	Sell	12,223 -1,511	-11%	-$269K	0.17%	55
2019 Q2	$2.38M	Sell	13,734 -60	-0.4%	-$9.82K	0.2%	54
2019 Q1	$2.15M	Hold	13,794	–	–	0.18%	53
2018 Q4	$1.82M	Buy	13,794 +680	+5%	+$93.9K	0.17%	52
2018 Q3	$1.97M	Sell	13,114 -680	-5%	-$96.7K	0.16%	53
2018 Q2	$1.83M	Hold	13,794	–	–	0.16%	51
2018 Q1	$1.65M	Hold	13,794	–	–	0.15%	55
2017 Q4	$1.57M	Buy	13,794 +200	+1%	+$22.1K	0.14%	55
2017 Q3	$1.43M	Hold	13,594	–	–	0.13%	58
2017 Q2	$1.27M	Buy	13,594 +200	+1%	+$18.6K	0.12%	60
2017 Q1	$1.19M	Hold	13,394	–	–	0.11%	59
2016 Q4	$1.04M	Buy	13,394 +150	+1%	+$12.1K	0.1%	62
2016 Q3	$1.09M	Hold	13,244	–	–	0.1%	60
2016 Q2	$982K	Hold	13,244	–	–	0.09%	69
2016 Q1	$1.01M	Hold	13,244	–	–	0.09%	68
2015 Q4	$1.03M	Hold	13,244	–	–	0.1%	70
2015 Q3	$923K	Hold	13,244	–	–	0.09%	73
2015 Q2	$889K	Hold	13,244	–	–	0.08%	74
2015 Q1	$867K	Hold	13,244	–	–	0.08%	79
2014 Q4	$869K	Hold	13,244	–	–	0.08%	79
2014 Q3	$707K	Buy	13,244 +440	+3%	+$23.6K	0.06%	83
2014 Q2	$674K	Buy	+12,804	New	+$669K	0.06%	85

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

Nichols & Pratt Advisers's V Position: Q1 2026 in Review

Nichols & Pratt Advisers held its Visa (V) position steady in Q1 2026 at 8,697 shares worth $2.63M. The position accounts for 0.17% of the portfolio, ranked #54.

Nichols & Pratt Advisers first reported a position in V in Q2 2014 and has held it in 48 quarters since. The position peaked at $3.09M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Nichols & Pratt Advisers held 8,697 shares of Visa worth $2.63M as of Q1 2026.
Nichols & Pratt Advisers left its Visa share count unchanged in Q1 2026.
Visa made up 0.17% of Nichols & Pratt Advisers's portfolio in Q1 2026, its #54 holding.
Nichols & Pratt Advisers first reported a position in Visa in Q2 2014 and has held it in 48 quarters since.
Nichols & Pratt Advisers's Visa position peaked at $3.09M in Q2 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q1 2026, filed 29 Apr 2026.