PCIG
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Partners Capital Investment Group’s Visa V Stock Holding History

Partners Capital Investment Group’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 		$3.22M Sell
10,658
-1,698
-14% -$546K 0.12% 75
2025
Q4 		$4.33M Sell
12,356
-2,008
-14% -$684K 0.16% 61
2025
Q3 		$4.9M Buy
14,364
+1
+0% +$346 0.19% 59
2025
Q2 		$5.1M Sell
14,363
-18,138
-56% -$6.32M 0.2% 60
2025
Q1 		$11.4M Buy
32,501
+15,580
+92% +$5.27M 0.19% 59
2024
Q4 		$5.35M Buy
+16,921
New +$5.09M 0.15% 58
2024
Q3 		– Sell
-36,747
Closed -$9.72M – 182
2024
Q2 		$9.72M Buy
36,747
+15,880
+76% +$4.35M 0.16% 71
2024
Q1 		$5.82M Sell
20,867
-26,476
-56% -$7.31M 0.16% 71
2023
Q4 		$12.3M Sell
47,343
-7,476
-14% -$1.84M 0.27% 51
2023
Q3 		$12.6M Sell
54,819
-571
-1% -$137K 0.3% 52
2023
Q2 		$13.2M Sell
55,390
-108,512
-66% -$24.8M 0.28% 57
2023
Q1 		$37M Sell
163,902
-10,868
-6% -$2.42M 1.59% 17
2022
Q4 		$36.3M Sell
174,770
-18,288
-9% -$3.69M 1.74% 12
2022
Q3 		$34.3M Sell
193,058
-55,313
-22% -$11.3M 2.03% 9
2022
Q2 		$48.9M Sell
248,371
-50,194
-17% -$10.4M 3.29% 4
2022
Q1 		$66.2M Sell
298,565
-16,670
-5% -$3.61M 3.26% 5
2021
Q4 		$68.3M Buy
315,235
+110,394
+54% +$23.7M 3.16% 5
2021
Q3 		$45.6M Buy
204,841
+88,376
+76% +$20.7M 2.09% 11
2021
Q2 		$27.2M Sell
116,465
-32,959
-22% -$7.53M 1.21% 30
2021
Q1 		$31.6M Buy
149,424
+9,041
+6% +$1.9M 1.39% 21
2020
Q4 		$30.7M Buy
140,383
+121,480
+643% +$24.9M 1.76% 18
2020
Q3 		$3.78M Buy
18,903
+8,626
+84% +$1.72M 0.23% 67
2020
Q2 		$1.99M Buy
+10,277
New +$1.88M 0.1% 74
2020
Q1 		– Sell
-1,291
Closed -$243K – 109
2019
Q4 		$243K Sell
1,291
-63,378
-98% -$11.4M 0.02% 90
2019
Q3 		$11.1M Buy
64,669
+17,511
+37% +$3.12M 0.97% 31
2019
Q2 		$8.18M Buy
47,158
+3,943
+9% +$646K 0.81% 33
2019
Q1 		$6.75M Buy
43,215
+4,623
+12% +$666K 0.67% 37
2018
Q4 		$5.09M Buy
38,592
+343
+0.9% +$47.4K 0.6% 34
2018
Q3 		$5.74M Buy
38,249
+4,979
+15% +$708K 0.62% 29
2018
Q2 		$4.41M Buy
33,270
+6,946
+26% +$894K 0.57% 29
2018
Q1 		$3.15M Buy
26,324
+14,411
+121% +$1.75M 0.42% 32
2017
Q4 		$1.36M Buy
11,913
+5,933
+99% +$655K 0.22% 41
2017
Q3 		$629K Buy
+5,980
New +$607K 0.1% 42
2017
Q2 		– Sell
-9,098
Closed -$809K – 67
2017
Q1 		$809K Hold
9,098
– – 0.16% 34
2016
Q4 		$710K Sell
9,098
-2,119
-19% -$170K 0.16% 43
2016
Q3 		$928K Buy
11,217
+613
+6% +$49.1K 0.23% 40
2016
Q2 		$786K Hold
10,604
– – 0.22% 39
2016
Q1 		$811K Buy
+10,604
New +$770K 0.24% 35

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

Partners Capital Investment Group's V Position: Q1 2026 in Review

Partners Capital Investment Group reduced its Visa (V) stake by 14% in Q1 2026, selling an estimated $546K and leaving 10,658 shares worth $3.22M. The position accounts for 0.12% of the portfolio, ranked #75.

Partners Capital Investment Group first reported a position in V in Q1 2016 and has held it in 38 quarters since. The position peaked at $68.3M in Q4 2021. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Partners Capital Investment Group held 10,658 shares of Visa worth $3.22M as of Q1 2026.
  • Partners Capital Investment Group sold 1,698 Visa shares in Q1 2026, an estimated $546K.
  • Visa made up 0.12% of Partners Capital Investment Group's portfolio in Q1 2026, its #75 holding.
  • Partners Capital Investment Group first reported a position in Visa in Q1 2016 and has held it in 38 quarters since.
  • Partners Capital Investment Group's Visa position peaked at $68.3M in Q4 2021.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Partners Capital Investment Group's 13F filing for Q1 2026, filed 12 May 2026.