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Satovsky Asset Management’s Visa V Stock Holding History

Satovsky Asset Management’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 		$1.17M Buy
3,873
+8
+0.2% +$2.57K 0.21% 24
2025
Q4 		$1.36M Buy
3,865
+8
+0.2% +$2.73K 0.26% 19
2025
Q3 		$1.32M Buy
3,857
+6
+0.2% +$2.08K 0.26% 19
2025
Q2 		$1.37M Buy
3,851
+6
+0.2% +$2.09K 0.29% 19
2025
Q1 		$1.35M Buy
3,845
+6
+0.2% +$2.03K 0.3% 19
2024
Q4 		$1.21M Sell
3,839
-630
-14% -$189K 0.28% 19
2024
Q3 		$1.23M Buy
4,469
+67
+2% +$18.1K 0.28% 19
2024
Q2 		$1.16M Sell
4,402
-105
-2% -$28.8K 0.28% 18
2024
Q1 		$1.26M Buy
4,507
+8
+0.2% +$2.21K 0.37% 18
2023
Q4 		$1.17M Sell
4,499
-137
-3% -$33.8K 0.36% 19
2023
Q3 		$1.07M Buy
4,636
+8
+0.2% +$1.92K 0.36% 19
2023
Q2 		$1.1M Buy
4,628
+9
+0.2% +$2.06K 0.37% 19
2023
Q1 		$1.04M Buy
4,619
+9
+0.2% +$2K 0.39% 16
2022
Q4 		$958K Buy
4,610
+10
+0.2% +$2.02K 0.4% 16
2022
Q3 		$817K Buy
4,600
+9
+0.2% +$1.83K 0.47% 17
2022
Q2 		$904K Sell
4,591
-142
-3% -$29.3K 0.53% 16
2022
Q1 		$1.05M Buy
4,733
+58
+1% +$12.5K 0.7% 13
2021
Q4 		$1.01M Buy
4,675
+156
+3% +$33.5K 0.68% 11
2021
Q3 		$1.01M Buy
4,519
+7
+0.2% +$1.64K 0.75% 11
2021
Q2 		$1.05M Buy
+4,512
New +$1.03M 0.81% 11

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

Satovsky Asset Management's V Position: Q1 2026 in Review

Satovsky Asset Management increased its Visa (V) stake by 0.21% in Q1 2026, buying an estimated $2.57K and bringing the position to 3,873 shares worth $1.17M. The position accounts for 0.21% of the portfolio, ranked #24.

Satovsky Asset Management first reported a position in V in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.37M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Satovsky Asset Management held 3,873 shares of Visa worth $1.17M as of Q1 2026.
  • Satovsky Asset Management bought 8 Visa shares in Q1 2026, an estimated $2.57K.
  • Visa made up 0.21% of Satovsky Asset Management's portfolio in Q1 2026, its #24 holding.
  • Satovsky Asset Management first reported a position in Visa in Q2 2021 and has held it in 20 quarters since.
  • Satovsky Asset Management's Visa position peaked at $1.37M in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.