Polen Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $739M | Sell |
2,445,760
-929,582
| -28% | -$299M | 5.11% | 9 |
|
|
2025
Q4 | $1.18B | Sell |
3,375,342
-964,882
| -22% | -$329M | 5.06% | 8 |
|
|
2025
Q3 | $1.48B | Sell |
4,340,224
-1,270,874
| -23% | -$440M | 4.81% | 6 |
|
|
2025
Q2 | $1.99B | Sell |
5,611,098
-412,612
| -7% | -$144M | 6.11% | 4 |
|
|
2025
Q1 | $2.11B | Sell |
6,023,710
-555,023
| -8% | -$188M | 6.63% | 3 |
|
|
2024
Q4 | $2.08B | Sell |
6,578,733
-679,008
| -9% | -$204M | 5.62% | 4 |
|
|
2024
Q3 | $2B | Sell |
7,257,741
-739,881
| -9% | -$200M | 5.15% | 4 |
|
|
2024
Q2 | $2.1B | Sell |
7,997,622
-394,868
| -5% | -$108M | 5.27% | 4 |
|
|
2024
Q1 | $2.34B | Buy |
8,392,490
+1,100,709
| +15% | +$304M | 5.41% | 4 |
|
|
2023
Q4 | $1.9B | Sell |
7,291,781
-277,387
| -4% | -$68.4M | 4.58% | 9 |
|
|
2023
Q3 | $1.74B | Sell |
7,569,168
-287,355
| -4% | -$69.1M | 4.58% | 8 |
|
|
2023
Q2 | $1.87B | Sell |
7,856,523
-212,806
| -3% | -$48.7M | 4.63% | 8 |
|
|
2023
Q1 | $1.82B | Sell |
8,069,329
-585,391
| -7% | -$130M | 4.8% | 9 |
|
|
2022
Q4 | $1.8B | Sell |
8,654,720
-1,510,448
| -15% | -$305M | 5.25% | 7 |
|
|
2022
Q3 | $1.81B | Sell |
10,165,168
-2,313,368
| -19% | -$471M | 5.05% | 5 |
|
|
2022
Q2 | $2.46B | Sell |
12,478,536
-514,846
| -4% | -$106M | 6.48% | 4 |
|
|
2022
Q1 | $2.88B | Buy |
12,993,382
+1,500,092
| +13% | +$324M | 5.62% | 6 |
|
|
2021
Q4 | $2.49B | Buy |
11,493,290
+583,184
| +5% | +$125M | 4.18% | 10 |
|
|
2021
Q3 | $2.43B | Buy |
10,910,106
+634,290
| +6% | +$149M | 4.46% | 9 |
|
|
2021
Q2 | $2.4B | Buy |
10,275,816
+448,979
| +5% | +$103M | 4.6% | 7 |
|
|
2021
Q1 | $2.08B | Buy |
9,826,837
+218,092
| +2% | +$45.9M | 4.68% | 8 |
|
|
2020
Q4 | $2.1B | Buy |
9,608,745
+285,843
| +3% | +$58.5M | 4.88% | 6 |
|
|
2020
Q3 | $1.86B | Buy |
9,322,902
+346,117
| +4% | +$69.1M | 4.99% | 7 |
|
|
2020
Q2 | $1.73B | Buy |
8,976,785
+830,879
| +10% | +$152M | 5.24% | 5 |
|
|
2020
Q1 | $1.31B | Sell |
8,145,906
-2,014,692
| -20% | -$380M | 5.69% | 6 |
|
|
2019
Q4 | $1.91B | Buy |
10,160,598
+277,305
| +3% | +$50M | 7.52% | 2 |
|
|
2019
Q3 | $1.7B | Buy |
9,883,293
+344,623
| +4% | +$61.4M | 7.83% | 3 |
|
|
2019
Q2 | $1.66B | Buy |
9,538,670
+420,808
| +5% | +$68.9M | 8.03% | 3 |
|
|
2019
Q1 | $1.42B | Buy |
9,117,862
+469,401
| +5% | +$67.6M | 7.44% | 2 |
|
|
2018
Q4 | $1.14B | Buy |
8,648,461
+254,801
| +3% | +$35.2M | 7.44% | 2 |
|
|
2018
Q3 | $1.26B | Buy |
8,393,660
+5,630
| +0.1% | +$801K | 7.17% | 2 |
|
|
2018
Q2 | $1.11B | Buy |
8,388,030
+107,444
| +1% | +$13.8M | 7.13% | 4 |
|
|
2018
Q1 | $991M | Buy |
8,280,586
+141,165
| +2% | +$17.1M | 7.03% | 4 |
|
|
2017
Q4 | $928M | Buy |
8,139,421
+95,070
| +1% | +$10.5M | 6.9% | 4 |
|
|
2017
Q3 | $847M | Sell |
8,044,351
-2,381,461
| -23% | -$242M | 6.82% | 4 |
|
|
2017
Q2 | $978M | Buy |
10,425,812
+745,312
| +8% | +$69.2M | 8.55% | 1 |
|
|
2017
Q1 | $860M | Buy |
9,680,500
+707,827
| +8% | +$60.9M | 8.01% | 1 |
|
|
2016
Q4 | $700M | Buy |
8,972,673
+651,827
| +8% | +$52.4M | 7.7% | 1 |
|
|
2016
Q3 | $688M | Buy |
8,320,846
+250,389
| +3% | +$20M | 8.2% | 1 |
|
|
2016
Q2 | $599M | Buy |
8,070,457
+822,628
| +11% | +$64.4M | 7.59% | 1 |
|
|
2016
Q1 | $554M | Buy |
7,247,829
+800,275
| +12% | +$58.1M | 7.61% | 1 |
|
|
2015
Q4 | $500M | Buy |
6,447,554
+594,031
| +10% | +$46M | 7.73% | 1 |
|
|
2015
Q3 | $408M | Buy |
5,853,523
+126,606
| +2% | +$9.04M | 7.47% | 3 |
|
|
2015
Q2 | $385M | Sell |
5,726,917
-129,676
| -2% | -$8.79M | 7.45% | 2 |
|
|
2015
Q1 | $383M | Buy |
5,856,593
+243,193
| +4% | +$16.1M | 7.47% | 2 |
|
|
2014
Q4 | $368M | Sell |
5,613,400
-116,948
| -2% | -$7.04M | 7.57% | 2 |
|
|
2014
Q3 | $306M | Sell |
5,730,348
-185,732
| -3% | -$9.98M | 6.87% | 3 |
|
|
2014
Q2 | $312M | Sell |
5,916,080
-304,136
| -5% | -$15.9M | 6.81% | 3 |
|
|
2014
Q1 | $336M | Sell |
6,220,216
-72,180
| -1% | -$4.01M | 7.26% | 2 |
|
|
2013
Q4 | $350M | Sell |
6,292,396
-258,544
| -4% | -$13M | 7.75% | 2 |
|
|
2013
Q3 | $313M | Sell |
6,550,940
-402,356
| -6% | -$18.6M | 7.21% | 3 |
|
|
2013
Q2 | $318M | Buy |
+6,953,296
| New | +$304M | 7.56% | 3 |
|
Other funds holding V
VCM
VPM
