PIM
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Plato Investment Management’s Visa V Stock Holding History

Plato Investment 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 		$13.1M Buy
43,383
+1,172
+3% +$377K 0.88% 13
2025
Q4 		$14.9M Sell
42,211
-378
-0.9% -$129K 0.97% 12
2025
Q3 		$14.4M Buy
42,589
+257
+0.6% +$88.9K 0.98% 11
2025
Q2 		$15M Buy
42,332
+378
+0.9% +$132K 1.13% 11
2025
Q1 		$14.9M Sell
41,954
-1,969
-4% -$666K 1.25% 9
2024
Q4 		$13.9M Buy
43,923
+1,058
+2% +$318K 1.02% 11
2024
Q3 		$11.8M Hold
42,865
– – 0.96% 14
2024
Q2 		$11.3M Buy
42,865
+1,596
+4% +$437K 1.05% 13
2024
Q1 		$11.5M Buy
41,269
+36,483
+762% +$10.1M 1.19% 9
2023
Q4 		$1.25M Buy
+4,786
New +$1.18M 1.53% 9

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

Plato Investment Management's V Position: Q1 2026 in Review

Plato Investment Management increased its Visa (V) stake by 2.8% in Q1 2026, buying an estimated $377K and bringing the position to 43,383 shares worth $13.1M. The position accounts for 0.88% of the portfolio, ranked #13.

Plato Investment Management first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $15M in Q2 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Plato Investment Management held 43,383 shares of Visa worth $13.1M as of Q1 2026.
  • Plato Investment Management bought 1,172 Visa shares in Q1 2026, an estimated $377K.
  • Visa made up 0.88% of Plato Investment Management's portfolio in Q1 2026, its #13 holding.
  • Plato Investment Management first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Visa position peaked at $15M in Q2 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.