Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$574K Sell
1,899
-399
-17% -$128K 0.08% 81
2025
Q4
$806K Buy
2,298
+25
+1% +$8.52K 0.11% 68
2025
Q3
$776K Sell
2,273
-9
-0.4% -$3.12K 0.11% 67
2025
Q2
$810K Sell
2,282
-7
-0.3% -$2.44K 0.14% 65
2025
Q1
$802K Sell
2,289
-45
-2% -$15.2K 0.16% 59
2024
Q4
$738K Sell
2,334
-65
-3% -$19.5K 0.14% 60
2024
Q3
$660K Sell
2,399
-321
-12% -$86.8K 0.13% 60
2024
Q2
$714K Sell
2,720
-87
-3% -$23.8K 0.16% 57
2024
Q1
$783K Sell
2,807
-498
-15% -$137K 0.18% 57
2023
Q4
$860K Sell
3,305
-3,064
-48% -$755K 0.22% 56
2023
Q3
$1.46M Sell
6,369
-1,082
-15% -$260K 0.41% 49
2023
Q2
$1.77M Sell
7,451
-4,220
-36% -$966K 0.48% 48
2023
Q1
$2.63M Sell
11,671
-13,035
-53% -$2.9M 0.79% 37
2022
Q4
$5.13M Sell
24,706
-2,028
-8% -$409K 1.62% 23
2022
Q3
$4.75M Sell
26,734
-2,108
-7% -$429K 1.52% 21
2022
Q2
$5.68M Sell
28,842
-4,243
-13% -$877K 1.99% 15
2022
Q1
$7.34M Buy
33,085
+1,063
+3% +$230K 2.12% 15
2021
Q4
$6.94M Sell
32,022
-332
-1% -$71.3K 1.97% 19
2021
Q3
$7.21M Buy
32,354
+33
+0.1% +$7.74K 2.28% 15
2021
Q2
$7.56M Buy
32,321
+1,087
+3% +$249K 2.38% 14
2021
Q1
$6.61M Buy
31,234
+9,785
+46% +$2.06M 2.35% 16
2020
Q4
$4.69M Buy
21,449
+10,085
+89% +$2.06M 1.75% 23
2020
Q3
$2.27M Buy
11,364
+9,175
+419% +$1.83M 0.99% 28
2020
Q2
$423K Sell
2,189
-444
-17% -$81.1K 0.22% 49
2020
Q1
$424K Buy
2,633
+34
+1% +$6.41K 0.28% 49
2019
Q4
$488K Sell
2,599
-260
-9% -$46.8K 0.27% 55
2019
Q3
$492K Sell
2,859
-128
-4% -$22.8K 0.31% 53
2019
Q2
$518K Hold
2,987
0.35% 52
2019
Q1
$467K Sell
2,987
-285
-9% -$41.1K 0.34% 54
2018
Q4
$432K Buy
3,272
+300
+10% +$41.4K 0.39% 50
2018
Q3
$446K Hold
2,972
0.28% 51
2018
Q2
$394K Hold
2,972
0.26% 57
2018
Q1
$356K Hold
2,972
0.24% 57
2017
Q4
$339K Buy
+2,972
New +$328K 0.24% 62

Other funds holding V

Rice Partnership's V Position: Q1 2026 in Review

Rice Partnership reduced its Visa (V) stake by 17% in Q1 2026, selling an estimated $128K and leaving 1,899 shares worth $574K. The position accounts for 0.08% of the portfolio, ranked #81.

Rice Partnership first reported a position in V in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.56M in Q2 2021. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Rice Partnership held 1,899 shares of Visa worth $574K as of Q1 2026.
  • Rice Partnership sold 399 Visa shares in Q1 2026, an estimated $128K.
  • Visa made up 0.08% of Rice Partnership's portfolio in Q1 2026, its #81 holding.
  • Rice Partnership first reported a position in Visa in Q4 2017 and has held it in 34 quarters since.
  • Rice Partnership's Visa position peaked at $7.56M in Q2 2021.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.