Nikulski Financial’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 | $4.53M | Sell |
14,991
-1,049
| -7% | -$337K | 1.12% | 27 |
|
|
2025
Q4 | $5.63M | Buy |
16,040
+1,358
| +9% | +$463K | 1.34% | 19 |
|
|
2025
Q3 | $5.01M | Buy |
14,682
+175
| +1% | +$60.6K | 1.26% | 21 |
|
|
2025
Q2 | $5.15M | Buy |
14,507
+520
| +4% | +$181K | 1.41% | 18 |
|
|
2025
Q1 | $4.9M | Buy |
13,987
+43
| +0.3% | +$14.6K | 1.48% | 18 |
|
|
2024
Q4 | $4.41M | Sell |
13,944
-47
| -0.3% | -$14.1K | 1.3% | 21 |
|
|
2024
Q3 | $3.85M | Buy |
13,991
+260
| +2% | +$70.3K | 1.15% | 25 |
|
|
2024
Q2 | $3.6M | Buy |
13,731
+427
| +3% | +$117K | 1.15% | 25 |
|
|
2024
Q1 | $3.71M | Buy |
13,304
+256
| +2% | +$70.7K | 1.23% | 23 |
|
|
2023
Q4 | $3.4M | Buy |
13,048
+120
| +0.9% | +$29.6K | 1.24% | 26 |
|
|
2023
Q3 | $2.97M | Buy |
12,928
+499
| +4% | +$120K | 1.23% | 25 |
|
|
2023
Q2 | $2.95M | Sell |
12,429
-175
| -1% | -$40.1K | 1.22% | 25 |
|
|
2023
Q1 | $2.84M | Buy |
12,604
+154
| +1% | +$34.3K | 1.26% | 25 |
|
|
2022
Q4 | $2.59M | Sell |
12,450
-135
| -1% | -$27.2K | 1.23% | 26 |
|
|
2022
Q3 | $2.24M | Buy |
12,585
+18
| +0.1% | +$3.66K | 1.16% | 27 |
|
|
2022
Q2 | $2.47M | Sell |
12,567
-7
| -0.1% | -$1.45K | 1.23% | 24 |
|
|
2022
Q1 | $2.79M | Buy |
12,574
+727
| +6% | +$157K | 1.18% | 25 |
|
|
2021
Q4 | $2.57M | Buy |
11,847
+683
| +6% | +$147K | 1.08% | 27 |
|
|
2021
Q3 | $2.49M | Buy |
11,164
+696
| +7% | +$163K | 1.15% | 24 |
|
|
2021
Q2 | $2.55M | Buy |
10,468
+720
| +7% | +$165K | 1.19% | 24 |
|
|
2021
Q1 | $2.06M | Buy |
9,748
+969
| +11% | +$204K | 1.06% | 30 |
|
|
2020
Q4 | $1.92M | Sell |
8,779
-20
| -0.2% | -$4.09K | 1.05% | 30 |
|
|
2020
Q3 | $1.76M | Buy |
8,799
+100
| +1% | +$20K | 1.12% | 29 |
|
|
2020
Q2 | $1.68M | Buy |
8,699
+95
| +1% | +$17.4K | 1.18% | 29 |
|
|
2020
Q1 | $1.39M | Buy |
8,604
+846
| +11% | +$159K | 1.21% | 29 |
|
|
2019
Q4 | $1.59M | Sell |
7,758
-4
| -0.1% | -$721 | 1.15% | 29 |
|
|
2019
Q3 | $1.37M | Buy |
7,762
+220
| +3% | +$39.2K | 1.14% | 27 |
|
|
2019
Q2 | $1.35M | Buy |
7,542
+616
| +9% | +$101K | 1.14% | 27 |
|
|
2019
Q1 | $1.08M | Buy |
6,926
+415
| +6% | +$59.8K | 1.05% | 31 |
|
|
2018
Q4 | $859K | Buy |
6,511
+180
| +3% | +$24.9K | 0.9% | 35 |
|
|
2018
Q3 | $873K | Buy |
6,331
+3,706
| +141% | +$527K | 0.81% | 36 |
|
|
2018
Q2 | $348K | Buy |
+2,625
| New | +$338K | 0.32% | 58 |
|
Other funds holding V
VCM
VPM
Nikulski Financial's V Position: Q1 2026 in Review
Nikulski Financial reduced its Visa (V) stake by 6.5% in Q1 2026, selling an estimated $337K and leaving 14,991 shares worth $4.53M. The position accounts for 1.12% of the portfolio, ranked #27.
Nikulski Financial first reported a position in V in Q2 2018 and has held it in 32 quarters since. The position peaked at $5.63M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Nikulski Financial held 14,991 shares of Visa worth $4.53M as of Q1 2026.
- Nikulski Financial sold 1,049 Visa shares in Q1 2026, an estimated $337K.
- Visa made up 1.12% of Nikulski Financial's portfolio in Q1 2026, its #27 holding.
- Nikulski Financial first reported a position in Visa in Q2 2018 and has held it in 32 quarters since.
- Nikulski Financial's Visa position peaked at $5.63M in Q4 2025.
- 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Nikulski Financial's 13F filing for Q1 2026, filed 15 May 2026.