Pinnacle West Asset Management’s Visa V Stock Holding History

Pinnacle West Asset 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	$1.53M	Sell	5,070 -187	-4%	-$60.1K	1.04%	30
2025 Q4	$1.84M	Sell	5,257 -43	-0.8%	-$14.7K	1.2%	26
2025 Q3	$1.81M	Hold	5,300	–	–	1.17%	27
2025 Q2	$1.88M	Sell	5,300 -55	-1%	-$19.2K	1.3%	27
2025 Q1	$1.88M	Hold	5,355	–	–	1.36%	26
2024 Q4	$1.69M	Hold	5,355	–	–	1.21%	29
2024 Q3	$1.47M	Hold	5,355	–	–	1.06%	30
2024 Q2	$1.41M	Buy	5,355 +20	+0.4%	+$5.48K	1.09%	31
2024 Q1	$1.49M	Buy	5,335 +10	+0.2%	+$2.76K	1.18%	28
2023 Q4	$1.39M	Buy	5,325 +240	+5%	+$59.2K	1.19%	29
2023 Q3	$1.17M	Buy	5,085 +295	+6%	+$70.9K	1.15%	31
2023 Q2	$1.14M	Sell	4,790 -125	-3%	-$28.6K	1.1%	30
2023 Q1	$1.11M	Buy	+4,915	New	+$1.09M	1.16%	27

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

Pinnacle West Asset Management's V Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Visa (V) stake by 3.6% in Q1 2026, selling an estimated $60.1K and leaving 5,070 shares worth $1.53M. The position accounts for 1.04% of the portfolio, ranked #30.

Pinnacle West Asset Management first reported a position in V in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.88M in Q2 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

Pinnacle West Asset Management held 5,070 shares of Visa worth $1.53M as of Q1 2026.
Pinnacle West Asset Management sold 187 Visa shares in Q1 2026, an estimated $60.1K.
Visa made up 1.04% of Pinnacle West Asset Management's portfolio in Q1 2026, its #30 holding.
Pinnacle West Asset Management first reported a position in Visa in Q1 2023 and has held it in 13 quarters since.
Pinnacle West Asset Management's Visa position peaked at $1.88M in Q2 2025.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.