Patrick M. Sweeney & Associates’s Visa V Stock Holding History

Patrick M. Sweeney & Associates’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	$2.13M	Sell	7,059 -5	-0.1%	-$1.61K	1.37%	17
2025 Q4	$2.48M	Buy	7,064 +16	+0.2%	+$5.45K	1.55%	13
2025 Q3	$2.41M	Hold	7,048	–	–	1.56%	12
2025 Q2	$2.53M	Buy	7,048 +33	+0.5%	+$11.5K	1.74%	12
2025 Q1	$2.46M	Hold	7,015	–	–	1.84%	10
2024 Q4	$2.22M	Hold	7,015	–	–	1.66%	13
2024 Q3	$1.93M	Buy	7,015 +113	+2%	+$30.6K	1.42%	15
2024 Q2	$1.8M	Buy	6,902 +116	+2%	+$31.8K	1.46%	15
2024 Q1	$1.89M	Buy	6,786 +58	+0.9%	+$16K	1.56%	13
2023 Q4	$1.75M	Buy	+6,728	New	+$1.66M	1.6%	11

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

Patrick M. Sweeney & Associates's V Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its Visa (V) stake by 0.07% in Q1 2026, selling an estimated $1.61K and leaving 7,059 shares worth $2.13M. The position accounts for 1.37% of the portfolio, ranked #17.

Patrick M. Sweeney & Associates first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.53M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Patrick M. Sweeney & Associates held 7,059 shares of Visa worth $2.13M as of Q1 2026.
Patrick M. Sweeney & Associates sold 5 Visa shares in Q1 2026, an estimated $1.61K.
Visa made up 1.37% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #17 holding.
Patrick M. Sweeney & Associates first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Visa position peaked at $2.53M in Q2 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.