Perissos Private Wealth Management’s Visa V Stock Holding History

Perissos Private Wealth Management’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	$1.44M	Sell	4,753 -377	-7%	-$121K	1.25%	26
2025 Q4	$1.8M	Sell	5,130 -400	-7%	-$136K	1.55%	22
2025 Q3	$1.89M	Buy	5,530 +6	+0.1%	+$2.08K	1.37%	21
2025 Q2	$1.96M	Buy	5,524 +3	+0.1%	+$1.05K	1.55%	21
2025 Q1	$1.93M	Sell	5,521 -898	-14%	-$304K	1.76%	17
2024 Q4	$2.03M	Buy	6,419 +29	+0.5%	+$8.72K	1.52%	20
2024 Q3	$1.76M	Buy	6,390 +1,008	+19%	+$273K	1.41%	21
2024 Q2	$1.41M	Buy	5,382 +308	+6%	+$84.4K	1.27%	26
2024 Q1	$1.42M	Buy	+5,074	New	+$1.4M	1.28%	29

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

Perissos Private Wealth Management's V Position: Q1 2026 in Review

Perissos Private Wealth Management reduced its Visa (V) stake by 7.3% in Q1 2026, selling an estimated $121K and leaving 4,753 shares worth $1.44M. The position accounts for 1.25% of the portfolio, ranked #26.

Perissos Private Wealth Management first reported a position in V in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.03M in Q4 2024. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Perissos Private Wealth Management held 4,753 shares of Visa worth $1.44M as of Q1 2026.
Perissos Private Wealth Management sold 377 Visa shares in Q1 2026, an estimated $121K.
Visa made up 1.25% of Perissos Private Wealth Management's portfolio in Q1 2026, its #26 holding.
Perissos Private Wealth Management first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
Perissos Private Wealth Management's Visa position peaked at $2.03M in Q4 2024.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.