Pacific Sage Partners’s Visa V Stock Holding History

Pacific Sage Partners’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	$1.3M	Buy	4,316 +1	+0%	+$322	0.21%	46
2025 Q4	$1.51M	Buy	4,315 +64	+2%	+$21.8K	0.24%	40
2025 Q3	$1.45M	Sell	4,251 -1	-0%	-$346	0.24%	40
2025 Q2	$1.51M	Sell	4,252 -377	-8%	-$131K	0.3%	38
2025 Q1	$1.62M	Buy	4,629 +1	+0%	+$338	0.37%	36
2024 Q4	$1.46M	Hold	4,628	–	–	0.33%	36
2024 Q3	$1.27M	Buy	4,628 +1	+0%	+$270	0.3%	35
2024 Q2	$1.21M	Buy	4,627 +9	+0.2%	+$2.47K	0.3%	37
2024 Q1	$1.29M	Sell	4,618 -41	-0.9%	-$11.3K	0.33%	35
2023 Q4	$1.21M	Buy	4,659 +43	+0.9%	+$10.6K	0.33%	34
2023 Q3	$1.06M	Hold	4,616	–	–	0.32%	35
2023 Q2	$1.1M	Buy	4,616 +1	+0%	+$229	0.32%	32
2023 Q1	$1.04M	Buy	4,615 +1	+0%	+$223	0.33%	32
2022 Q4	$959K	Buy	+4,614	New	+$930K	0.32%	32

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

Pacific Sage Partners's V Position: Q1 2026 in Review

Pacific Sage Partners increased its Visa (V) stake by 0.02% in Q1 2026, buying an estimated $322 and bringing the position to 4,316 shares worth $1.3M. The position accounts for 0.21% of the portfolio, ranked #46.

Pacific Sage Partners first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.62M in Q1 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

Pacific Sage Partners held 4,316 shares of Visa worth $1.3M as of Q1 2026.
Pacific Sage Partners bought 1 Visa share in Q1 2026, an estimated $322.
Visa made up 0.21% of Pacific Sage Partners's portfolio in Q1 2026, its #46 holding.
Pacific Sage Partners first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
Pacific Sage Partners's Visa position peaked at $1.62M in Q1 2025.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Pacific Sage Partners's 13F filing for Q1 2026, filed 21 Apr 2026.