PIA
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Perennial Investment Advisors’s Visa V Stock Holding History

Perennial 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 		$2.58M Buy
8,552
+208
+2% +$66.9K 0.21% 96
2025
Q4 		$2.93M Buy
8,344
+459
+6% +$156K 0.23% 86
2025
Q3 		$2.69M Buy
7,885
+19
+0.2% +$6.58K 0.22% 90
2025
Q2 		$2.79M Buy
7,866
+260
+3% +$90.6K 0.27% 81
2025
Q1 		$2.67M Buy
7,606
+1,294
+21% +$438K 0.3% 69
2024
Q4 		$1.99M Buy
6,312
+593
+10% +$178K 0.23% 80
2024
Q3 		$1.57M Sell
5,719
-143
-2% -$38.7K 0.2% 85
2024
Q2 		$1.54M Buy
5,862
+375
+7% +$103K 0.22% 81
2024
Q1 		$1.53M Sell
5,487
-145
-3% -$40K 0.23% 76
2023
Q4 		$1.47M Sell
5,632
-200
-3% -$49.3K 0.24% 76
2023
Q3 		$1.34M Buy
5,832
+81
+1% +$19.5K 0.24% 85
2023
Q2 		$1.37M Buy
5,751
+235
+4% +$53.8K 0.24% 87
2023
Q1 		$1.24M Buy
5,516
+2,189
+66% +$487K 0.23% 91
2022
Q4 		$691K Buy
3,327
+89
+3% +$17.9K 0.28% 71
2022
Q3 		$575K Sell
3,238
-4,296
-57% -$874K 0.26% 74
2022
Q2 		$1.48M Sell
7,534
-134
-2% -$27.7K 0.58% 37
2022
Q1 		$1.7M Buy
7,668
+22
+0.3% +$4.76K 0.54% 35
2021
Q4 		$1.66M Buy
7,646
+753
+11% +$162K 0.52% 37
2021
Q3 		$1.53M Buy
6,893
+24
+0.3% +$5.63K 0.54% 37
2021
Q2 		$1.61M Buy
6,869
+73
+1% +$16.7K 0.59% 33
2021
Q1 		$1.44M Sell
6,796
-90
-1% -$18.9K 0.57% 37
2020
Q4 		$1.51M Buy
6,886
+142
+2% +$29.1K 0.64% 31
2020
Q3 		$1.35M Buy
6,744
+4,721
+233% +$943K 0.68% 27
2020
Q2 		$391K Buy
2,023
+52
+3% +$9.5K 0.26% 72
2020
Q1 		$317K Buy
1,971
+128
+7% +$24.1K 0.28% 77
2019
Q4 		$345K Buy
+1,843
New +$332K 0.27% 87

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

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

Perennial Investment Advisors increased its Visa (V) stake by 2.5% in Q1 2026, buying an estimated $66.9K and bringing the position to 8,552 shares worth $2.58M. The position accounts for 0.21% of the portfolio, ranked #96.

Perennial Investment Advisors first reported a position in V in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.93M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Perennial Investment Advisors held 8,552 shares of Visa worth $2.58M as of Q1 2026.
  • Perennial Investment Advisors bought 208 Visa shares in Q1 2026, an estimated $66.9K.
  • Visa made up 0.21% of Perennial Investment Advisors's portfolio in Q1 2026, its #96 holding.
  • Perennial Investment Advisors first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Visa position peaked at $2.93M in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.