PYA Waltman Capital’s Visa V Stock Holding History

PYA Waltman Capital’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	–	Sell	-751	Closed	-$263K	–	73
2025 Q4	$263K	Buy	+751	New	+$256K	0.07%	66

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

PYA Waltman Capital's V Position: Q1 2026 in Review

PYA Waltman Capital sold out of Visa (V) in Q1 2026, closing a stake of 751 shares — an estimated $263K sold.

PYA Waltman Capital first reported a position in V in Q4 2025 and held it in 1 quarter. The position peaked at $263K in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

PYA Waltman Capital reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
PYA Waltman Capital sold 751 Visa shares in Q1 2026, an estimated $263K.
PYA Waltman Capital first reported a position in Visa in Q4 2025 and held it in 1 quarter.
PYA Waltman Capital's Visa position peaked at $263K in Q4 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.