Nicola Wealth Management’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 | $21.5M | Hold |
71,000
| – | – | 2.58% | 6 |
|
|
2025
Q4 | $24.9M | Hold |
71,000
| – | – | 2.27% | 8 |
|
|
2025
Q3 | $24.2M | Hold |
71,000
| – | – | 2.16% | 14 |
|
|
2025
Q2 | $25.2M | Hold |
71,000
| – | – | 2.36% | 8 |
|
|
2025
Q1 | $24.9M | Sell |
71,000
-11,000
| -13% | -$3.72M | 2.43% | 5 |
|
|
2024
Q4 | $25.9M | Sell |
82,000
-13,000
| -14% | -$3.91M | 2.45% | 6 |
|
|
2024
Q3 | $26.1M | Buy |
95,000
+9,500
| +11% | +$2.57M | 2.07% | 11 |
|
|
2024
Q2 | $22.4M | Sell |
85,500
-10,500
| -11% | -$2.88M | 2.01% | 13 |
|
|
2024
Q1 | $26.8M | Sell |
96,000
-10,000
| -9% | -$2.76M | 2.6% | 6 |
|
|
2023
Q4 | $27.6M | Hold |
106,000
| – | – | 2.9% | 3 |
|
|
2023
Q3 | $24.4M | Sell |
106,000
-7,500
| -7% | -$1.8M | 2.63% | 7 |
|
|
2023
Q2 | $27M | Sell |
113,500
-10,000
| -8% | -$2.29M | 2.65% | 3 |
|
|
2023
Q1 | $27.8M | Hold |
123,500
| – | – | 2.75% | 4 |
|
|
2022
Q4 | $25.7M | Buy |
123,500
+8,800
| +8% | +$1.77M | 2.6% | 6 |
|
|
2022
Q3 | $20.4M | Buy |
114,700
+611
| +0.5% | +$124K | 2.24% | 7 |
|
|
2022
Q2 | $22.5M | Sell |
114,089
-2,773
| -2% | -$573K | 2.14% | 7 |
|
|
2022
Q1 | $25.9M | Buy |
116,862
+4,347
| +4% | +$940K | 2.28% | 5 |
|
|
2021
Q4 | $24.4M | Buy |
112,515
+19,130
| +20% | +$4.11M | 2.29% | 5 |
|
|
2021
Q3 | $20.8M | Buy |
93,385
+10,000
| +12% | +$2.34M | 2.14% | 6 |
|
|
2021
Q2 | $19.5M | Buy |
83,385
+8,000
| +11% | +$1.83M | 2% | 8 |
|
|
2021
Q1 | $16M | Sell |
75,385
-4,605
| -6% | -$969K | 1.78% | 12 |
|
|
2020
Q4 | $17.5M | Buy |
79,990
+7,772
| +11% | +$1.59M | 2.18% | 6 |
|
|
2020
Q3 | $14.4M | Buy |
72,218
+6,542
| +10% | +$1.31M | 2.06% | 8 |
|
|
2020
Q2 | $12.7M | Sell |
65,676
-2,594
| -4% | -$474K | 1.76% | 15 |
|
|
2020
Q1 | $12.8M | Sell |
68,270
-10,000
| -13% | -$1.88M | 1.92% | 13 |
|
|
2019
Q4 | $16.2M | Sell |
78,270
-30,786
| -28% | -$5.55M | 2.44% | 6 |
|
|
2019
Q3 | $19.4M | Buy |
109,056
+27,422
| +34% | +$4.88M | 3.04% | 3 |
|
|
2019
Q2 | $15.8M | Sell |
81,634
-3,424
| -4% | -$561K | 2.62% | 6 |
|
|
2019
Q1 | $15.1M | Hold |
85,058
| – | – | 2.25% | 9 |
|
|
2018
Q4 | $12.9M | Hold |
85,058
| – | – | 2.12% | 8 |
|
|
2018
Q3 | $14.3M | Sell |
85,058
-7,415
| -8% | -$1.05M | 2.45% | 5 |
|
|
2018
Q2 | $14M | Hold |
92,473
| – | – | 2.71% | 4 |
|
|
2018
Q1 | $11.1M | Buy |
+92,473
| New | +$11.2M | 2.22% | 7 |
|
Other funds holding V
VCM
VPM
Nicola Wealth Management's V Position: Q1 2026 in Review
Nicola Wealth Management held its Visa (V) position steady in Q1 2026 at 71,000 shares worth $21.5M. The position accounts for 2.58% of the portfolio, ranked #6.
Nicola Wealth Management first reported a position in V in Q1 2018 and has held it in 33 quarters since. The position peaked at $27.8M in Q1 2023. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Nicola Wealth Management held 71,000 shares of Visa worth $21.5M as of Q1 2026.
- Nicola Wealth Management left its Visa share count unchanged in Q1 2026.
- Visa made up 2.58% of Nicola Wealth Management's portfolio in Q1 2026, its #6 holding.
- Nicola Wealth Management first reported a position in Visa in Q1 2018 and has held it in 33 quarters since.
- Nicola Wealth Management's Visa position peaked at $27.8M in Q1 2023.
- 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Nicola Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.