Parnassus Investments
V icon

Parnassus Investments’s Visa V Stock Holding History

Parnassus Investments’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 		$96.3M Buy
318,546
+39,717
+14% +$12.8M 0.28% 56
2025
Q4 		$97.8M Buy
278,829
+4,688
+2% +$1.6M 0.25% 55
2025
Q3 		$93.6M Buy
274,141
+8,061
+3% +$2.79M 0.22% 63
2025
Q2 		$94.5M Sell
266,080
-4,897
-2% -$1.71M 0.22% 59
2025
Q1 		$95M Buy
270,977
+10,803
+4% +$3.66M 0.23% 62
2024
Q4 		$82.2M Buy
260,174
+250,619
+2,623% +$75.4M 0.18% 82
2024
Q3 		$2.63M Buy
9,555
+943
+11% +$255K 0.01% 115
2024
Q2 		$2.26M Buy
8,612
+1,640
+24% +$450K ﹤0.01% 117
2024
Q1 		$1.95M Buy
6,972
+1,692
+32% +$467K ﹤0.01% 123
2023
Q4 		$1.37M Buy
5,280
+745
+16% +$184K ﹤0.01% 117
2023
Q3 		$1.04M Buy
4,535
+631
+16% +$152K ﹤0.01% 122
2023
Q2 		$927K Buy
3,904
+542
+16% +$124K ﹤0.01% 116
2023
Q1 		$758K Buy
3,362
+924
+38% +$206K ﹤0.01% 117
2022
Q4 		$507K Buy
+2,438
New +$492K ﹤0.01% 123

Other funds holding V

BlackRock
BlackRock New York $5.7T 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