Riverwater Partners’s Visa V Stock Holding History

Riverwater Partners’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	$1.45M	Sell	4,802 -146	-3%	-$46.9K	0.48%	73
2025 Q4	$1.74M	Sell	4,948 -178	-3%	-$60.6K	0.67%	46
2025 Q3	$1.75M	Buy	5,126 +1,505	+42%	+$521K	0.73%	42
2025 Q2	$1.29M	Buy	3,621 +151	+4%	+$52.6K	0.61%	55
2025 Q1	$1.22M	Sell	3,470 -341	-9%	-$115K	0.62%	58
2024 Q4	$1.2M	Sell	3,811 -166	-4%	-$49.9K	0.59%	52
2024 Q3	$1.1M	Buy	3,977 +539	+16%	+$146K	0.55%	54
2024 Q2	$902K	Buy	3,438 +50	+1%	+$13.7K	0.67%	37
2024 Q1	$946K	Buy	3,388 +364	+12%	+$100K	0.7%	35
2023 Q4	$787K	Sell	3,024 -6	-0.2%	-$1.48K	0.62%	43
2023 Q3	$697K	Sell	3,030 -320	-10%	-$76.9K	0.63%	41
2023 Q2	$796K	Hold	3,350	–	–	0.7%	38
2023 Q1	$755K	Sell	3,350 -115	-3%	-$25.6K	0.69%	41
2022 Q4	$720K	Buy	3,465 +37	+1%	+$7.46K	0.61%	46
2022 Q3	$609K	Buy	3,428 +100	+3%	+$20.3K	0.61%	53
2022 Q2	$655K	Buy	+3,328	New	+$688K	0.66%	43
2022 Q1	–	Sell	-3,388	Closed	-$734K	–	208
2021 Q4	$734K	Buy	+3,388	New	+$727K	0.65%	47

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

Riverwater Partners's V Position: Q1 2026 in Review

Riverwater Partners reduced its Visa (V) stake by 3% in Q1 2026, selling an estimated $46.9K and leaving 4,802 shares worth $1.45M. The position accounts for 0.48% of the portfolio, ranked #73.

Riverwater Partners first reported a position in V in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.75M in Q3 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

Riverwater Partners held 4,802 shares of Visa worth $1.45M as of Q1 2026.
Riverwater Partners sold 146 Visa shares in Q1 2026, an estimated $46.9K.
Visa made up 0.48% of Riverwater Partners's portfolio in Q1 2026, its #73 holding.
Riverwater Partners first reported a position in Visa in Q4 2021 and has held it in 17 quarters since.
Riverwater Partners's Visa position peaked at $1.75M in Q3 2025.
4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.