Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $121M | Buy |
401,125
+29,536
| +8% | +$9.5M | 0.6% | 25 |
|
|
2025
Q4 | $130M | Buy |
371,589
+81,522
| +28% | +$27.8M | 0.68% | 21 |
|
|
2025
Q3 | $99.1M | Buy |
290,067
+33,304
| +13% | +$11.5M | 0.63% | 21 |
|
|
2025
Q2 | $91.2M | Buy |
256,763
+85,534
| +50% | +$29.8M | 0.7% | 21 |
|
|
2025
Q1 | $58.7M | Buy |
171,229
+55,668
| +48% | +$18.8M | 0.62% | 28 |
|
|
2024
Q4 | $36.4M | Buy |
115,561
+45,720
| +65% | +$13.7M | 0.44% | 48 |
|
|
2024
Q3 | $19.2M | Buy |
69,841
+39,488
| +130% | +$10.7M | 0.37% | 62 |
|
|
2024
Q2 | $7.96M | Buy |
30,353
+14,933
| +97% | +$4.09M | 0.35% | 71 |
|
|
2024
Q1 | $4.3M | Buy |
15,420
+4,622
| +43% | +$1.28M | 0.59% | 32 |
|
|
2023
Q4 | $2.79M | Buy |
10,798
+3,612
| +50% | +$890K | 0.68% | 34 |
|
|
2023
Q3 | $1.65M | Sell |
7,186
-193
| -3% | -$46.4K | 0.77% | 27 |
|
|
2023
Q2 | $1.75M | Sell |
7,379
-138
| -2% | -$31.6K | 0.78% | 23 |
|
|
2023
Q1 | $1.69M | Sell |
7,517
-330
| -4% | -$73.5K | 0.81% | 24 |
|
|
2022
Q4 | $1.63M | Buy |
7,847
+447
| +6% | +$90.1K | 0.81% | 27 |
|
|
2022
Q3 | $1.31M | Sell |
7,400
-46
| -0.6% | -$9.36K | 0.76% | 30 |
|
|
2022
Q2 | $1.47M | Buy |
7,446
+1,282
| +21% | +$265K | 0.85% | 24 |
|
|
2022
Q1 | $1.37M | Buy |
6,164
+425
| +7% | +$91.9K | 0.77% | 25 |
|
|
2021
Q4 | $1.24M | Sell |
5,739
-539
| -9% | -$116K | 0.75% | 27 |
|
|
2021
Q3 | $1.4M | Buy |
6,278
+124
| +2% | +$29.1K | 0.89% | 26 |
|
|
2021
Q2 | $1.44M | Buy |
6,154
+131
| +2% | +$29.9K | 0.93% | 23 |
|
|
2021
Q1 | $1.3M | Buy |
6,023
+190
| +3% | +$40K | 0.94% | 26 |
|
|
2020
Q4 | $1.28M | Sell |
5,833
-110
| -2% | -$22.5K | 1.07% | 23 |
|
|
2020
Q3 | $1.19M | Sell |
5,943
-2,999
| -34% | -$599K | 1.21% | 20 |
|
|
2020
Q2 | $1.73M | Sell |
8,942
-2,203
| -20% | -$402K | 2.09% | 9 |
|
|
2020
Q1 | $1.8M | Sell |
11,145
-1,415
| -11% | -$267K | 2.79% | 6 |
|
|
2019
Q4 | $2.36M | Hold |
12,560
| – | – | 2.81% | 2 |
|
|
2019
Q3 | $2.16M | Buy |
12,560
+1
| +0% | +$178 | 2.8% | 3 |
|
|
2019
Q2 | $2.18M | Sell |
12,559
-587
| -4% | -$96.1K | 3.01% | 3 |
|
|
2019
Q1 | $2.05M | Buy |
13,146
+618
| +5% | +$89.1K | 2.94% | 3 |
|
|
2018
Q4 | $1.65M | Buy |
+12,528
| New | +$1.73M | 2.76% | 5 |
|
Other funds holding V
VCM
VPM
&Partners's V Position: Q1 2026 in Review
&Partners increased its Visa (V) stake by 7.9% in Q1 2026, buying an estimated $9.5M and bringing the position to 401,125 shares worth $121M. The position accounts for 0.6% of the portfolio, ranked #25.
&Partners first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $130M in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.
- &Partners held 401,125 shares of Visa worth $121M as of Q1 2026.
- &Partners bought 29,536 Visa shares in Q1 2026, an estimated $9.5M.
- Visa made up 0.6% of &Partners's portfolio in Q1 2026, its #25 holding.
- &Partners first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
- &Partners's Visa position peaked at $130M in Q4 2025.
- 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.