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Prosperity Consulting Group’s Visa V Stock Holding History

Prosperity Consulting Group’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 		$8.16M Sell
27,006
-1,217
-4% -$391K 0.36% 50
2025
Q4 		$9.9M Sell
28,223
-585
-2% -$199K 0.45% 40
2025
Q3 		$9.83M Sell
28,808
-779
-3% -$270K 0.48% 38
2025
Q2 		$10.5M Sell
29,587
-644
-2% -$224K 0.77% 32
2025
Q1 		$10.6M Sell
30,231
-699
-2% -$237K 0.82% 27
2024
Q4 		$9.77M Buy
30,930
+1,030
+3% +$310K 0.74% 29
2024
Q3 		$8.22M Buy
29,900
+16,301
+120% +$4.41M 0.64% 34
2024
Q2 		$3.57M Sell
13,599
-679
-5% -$186K 0.48% 55
2024
Q1 		$3.98M Buy
14,278
+401
+3% +$111K 0.5% 56
2023
Q4 		$3.61M Buy
13,877
+1,125
+9% +$277K 1.21% 19
2023
Q3 		$2.93M Buy
12,752
+924
+8% +$222K 1.35% 20
2023
Q2 		$2.81M Sell
11,828
-468
-4% -$107K 1.73% 17
2023
Q1 		$2.77M Sell
12,296
-845
-6% -$188K 1.75% 17
2022
Q4 		$2.73M Sell
13,141
-8
-0.1% -$1.61K 1.82% 16
2022
Q3 		$2.34M Buy
13,149
+74
+0.6% +$15.1K 1.92% 10
2022
Q2 		$2.57M Buy
13,075
+24
+0.2% +$4.96K 2.23% 9
2022
Q1 		$2.89M Buy
13,051
+2,789
+27% +$603K 2.15% 9
2021
Q4 		$2.42M Buy
+10,262
New +$2.2M 1.81% 16

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

Prosperity Consulting Group's V Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Visa (V) stake by 4.3% in Q1 2026, selling an estimated $391K and leaving 27,006 shares worth $8.16M. The position accounts for 0.36% of the portfolio, ranked #50.

Prosperity Consulting Group first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.6M in Q1 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Prosperity Consulting Group held 27,006 shares of Visa worth $8.16M as of Q1 2026.
  • Prosperity Consulting Group sold 1,217 Visa shares in Q1 2026, an estimated $391K.
  • Visa made up 0.36% of Prosperity Consulting Group's portfolio in Q1 2026, its #50 holding.
  • Prosperity Consulting Group first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Prosperity Consulting Group's Visa position peaked at $10.6M in Q1 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.