PIA
V icon

Panoramic Investment Advisors’s Visa V Stock Holding History

Panoramic Investment Advisors’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 		– Sell
-591
Closed -$207K – 135
2025
Q4 		$207K Sell
591
-108
-15% -$36.8K 0.11% 120
2025
Q3 		$239K Buy
699
+97
+16% +$33.6K 0.13% 110
2025
Q2 		$214K Sell
602
-17
-3% -$5.92K 0.13% 113
2025
Q1 		$217K Sell
619
-50
-7% -$16.9K 0.15% 108
2024
Q4 		$211K Buy
+669
New +$201K 0.14% 112

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

Panoramic Investment Advisors's V Position: Q1 2026 in Review

Panoramic Investment Advisors sold out of Visa (V) in Q1 2026, closing a stake of 591 shares — an estimated $207K sold.

Panoramic Investment Advisors first reported a position in V in Q4 2024 and held it in 5 quarters. The position peaked at $239K in Q3 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Panoramic Investment Advisors reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Panoramic Investment Advisors sold 591 Visa shares in Q1 2026, an estimated $207K.
  • Panoramic Investment Advisors first reported a position in Visa in Q4 2024 and held it in 5 quarters.
  • Panoramic Investment Advisors's Visa position peaked at $239K in Q3 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.