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Nvest Financial’s Visa V Stock Holding History

Nvest Financial’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 		$3.08M Buy
10,204
+430
+4% +$138K 1.15% 25
2025
Q4 		$3.43M Buy
9,774
+2,379
+32% +$811K 1.42% 21
2025
Q3 		$2.52M Sell
7,395
-1,404
-16% -$486K 1.45% 21
2025
Q2 		$3.12M Sell
8,799
-83
-0.9% -$28.9K 1.63% 19
2025
Q1 		$3.11M Buy
8,882
+216
+2% +$73.1K 1.67% 18
2024
Q4 		$2.74M Buy
8,666
+888
+11% +$267K 1.39% 22
2024
Q3 		$2.14M Buy
7,778
+468
+6% +$127K 1.22% 29
2024
Q2 		$1.92M Buy
7,310
+528
+8% +$145K 1.18% 29
2024
Q1 		$1.89M Buy
6,782
+128
+2% +$35.3K 1.26% 28
2023
Q4 		$1.73M Buy
6,654
+1,093
+20% +$269K 1.36% 24
2023
Q3 		$1.28M Sell
5,561
-691
-11% -$166K 1.19% 25
2023
Q2 		$1.48M Buy
6,252
+364
+6% +$83.3K 1.3% 24
2023
Q1 		$1.33M Buy
5,888
+98
+2% +$21.8K 1.38% 24
2022
Q4 		$1.2M Buy
5,790
+272
+5% +$54.9K 1.51% 25
2022
Q3 		$980K Sell
5,518
-160
-3% -$32.6K 1.39% 27
2022
Q2 		$1.12M Sell
5,678
-63
-1% -$13K 1.17% 32
2022
Q1 		$1.27M Buy
+5,741
New +$1.24M 1.05% 32

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

Nvest Financial's V Position: Q1 2026 in Review

Nvest Financial increased its Visa (V) stake by 4.4% in Q1 2026, buying an estimated $138K and bringing the position to 10,204 shares worth $3.08M. The position accounts for 1.15% of the portfolio, ranked #25.

Nvest Financial first reported a position in V in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.43M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Nvest Financial held 10,204 shares of Visa worth $3.08M as of Q1 2026.
  • Nvest Financial bought 430 Visa shares in Q1 2026, an estimated $138K.
  • Visa made up 1.15% of Nvest Financial's portfolio in Q1 2026, its #25 holding.
  • Nvest Financial first reported a position in Visa in Q1 2022 and has held it in 17 quarters since.
  • Nvest Financial's Visa position peaked at $3.43M in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.