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Nutshell Asset Management’s Visa V Stock Holding History

Nutshell Asset Management’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 		$2.96M Sell
9,800
-29,475
-75% -$9.48M 1.61% 20
2025
Q4 		$13.8M Buy
39,275
+21,925
+126% +$7.47M 4.91% 5
2025
Q3 		$5.92M Buy
17,350
+10,850
+167% +$3.76M 2.83% 12
2025
Q2 		$2.31M Buy
6,500
+1,700
+35% +$593K 1.37% 21
2025
Q1 		$1.68M Buy
+4,800
New +$1.62M 0.88% 23

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

Nutshell Asset Management's V Position: Q1 2026 in Review

Nutshell Asset Management reduced its Visa (V) stake by 75% in Q1 2026, selling an estimated $9.48M and leaving 9,800 shares worth $2.96M. The position accounts for 1.61% of the portfolio, ranked #20.

Nutshell Asset Management first reported a position in V in Q1 2025 and has held it in 5 quarters since. The position peaked at $13.8M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Nutshell Asset Management held 9,800 shares of Visa worth $2.96M as of Q1 2026.
  • Nutshell Asset Management sold 29,475 Visa shares in Q1 2026, an estimated $9.48M.
  • Visa made up 1.61% of Nutshell Asset Management's portfolio in Q1 2026, its #20 holding.
  • Nutshell Asset Management first reported a position in Visa in Q1 2025 and has held it in 5 quarters since.
  • Nutshell Asset Management's Visa position peaked at $13.8M in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Nutshell Asset Management's 13F filing for Q1 2026, filed 14 May 2026.