Palisades Hudson Asset Management’s Visa V Stock Holding History

Palisades Hudson 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	$868K	Hold	2,873	–	–	0.34%	39
2025 Q4	$1.01M	Hold	2,873	–	–	0.39%	35
2025 Q3	$981K	Hold	2,873	–	–	0.36%	36
2025 Q2	$1.02M	Hold	2,873	–	–	0.4%	35
2025 Q1	$1.01M	Hold	2,873	–	–	0.46%	32
2024 Q4	$908K	Sell	2,873 -49	-2%	-$14.7K	0.38%	35
2024 Q3	$804K	Buy	2,922 +49	+2%	+$13.2K	0.34%	37
2024 Q2	$754K	Hold	2,873	–	–	0.35%	37
2024 Q1	$801K	Hold	2,873	–	–	0.36%	37
2023 Q4	$748K	Hold	2,873	–	–	0.36%	38
2023 Q3	$661K	Hold	2,873	–	–	0.36%	36
2023 Q2	$682K	Hold	2,873	–	–	0.35%	37
2023 Q1	$647K	Sell	2,873 -24	-0.8%	-$5.34K	0.35%	39
2022 Q4	$602K	Buy	2,897 +6	+0.2%	+$1.21K	0.33%	40
2022 Q3	$514K	Sell	2,891 -90	-3%	-$18.3K	0.31%	40
2022 Q2	$586K	Buy	2,981 +108	+4%	+$22.3K	0.33%	41
2022 Q1	$637K	Hold	2,873	–	–	0.3%	41
2021 Q4	$623K	Buy	2,873 +37	+1%	+$7.94K	0.27%	48
2021 Q3	$632K	Hold	2,836	–	–	0.29%	41
2021 Q2	$663K	Hold	2,836	–	–	0.3%	39
2021 Q1	$600K	Hold	2,836	–	–	0.29%	39
2020 Q4	$620K	Hold	2,836	–	–	0.32%	36
2020 Q3	$567K	Hold	2,836	–	–	0.37%	35
2020 Q2	$548K	Hold	2,836	–	–	0.37%	35
2020 Q1	$457K	Hold	2,836	–	–	0.39%	35
2019 Q4	$533K	Hold	2,836	–	–	0.34%	38
2019 Q3	$488K	Hold	2,836	–	–	0.34%	42
2019 Q2	$492K	Hold	2,836	–	–	0.34%	40
2019 Q1	$443K	Sell	2,836 -652	-19%	-$94K	0.29%	43
2018 Q4	$460K	Hold	3,488	–	–	0.27%	45
2018 Q3	$524K	Hold	3,488	–	–	0.27%	42
2018 Q2	$462K	Hold	3,488	–	–	0.25%	49
2018 Q1	$417K	Hold	3,488	–	–	0.23%	53
2017 Q4	$398K	Hold	3,488	–	–	0.22%	62
2017 Q3	$367K	Hold	3,488	–	–	0.21%	64
2017 Q2	$327K	Hold	3,488	–	–	0.19%	77
2017 Q1	$310K	Hold	3,488	–	–	0.2%	67
2016 Q4	$272K	Hold	3,488	–	–	0.17%	74
2016 Q3	$288K	Hold	3,488	–	–	0.22%	67
2016 Q2	$259K	Hold	3,488	–	–	0.21%	73
2016 Q1	$267K	Hold	3,488	–	–	0.21%	70
2015 Q4	$270K	Hold	3,488	–	–	0.23%	72
2015 Q3	$243K	Hold	3,488	–	–	0.22%	72
2015 Q2	$234K	Hold	3,488	–	–	0.2%	76
2015 Q1	$228K	Hold	3,488	–	–	0.18%	77
2014 Q4	$229K	Buy	+3,488	New	+$210K	0.18%	75

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

Palisades Hudson Asset Management's V Position: Q1 2026 in Review

Palisades Hudson Asset Management held its Visa (V) position steady in Q1 2026 at 2,873 shares worth $868K. The position accounts for 0.34% of the portfolio, ranked #39.

Palisades Hudson Asset Management first reported a position in V in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.02M in Q2 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

Palisades Hudson Asset Management held 2,873 shares of Visa worth $868K as of Q1 2026.
Palisades Hudson Asset Management left its Visa share count unchanged in Q1 2026.
Visa made up 0.34% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #39 holding.
Palisades Hudson Asset Management first reported a position in Visa in Q4 2014 and has held it in 46 quarters since.
Palisades Hudson Asset Management's Visa position peaked at $1.02M in Q2 2025.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.