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Sawgrass Asset Management’s Visa V Stock Holding History

Sawgrass 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 		$9.98M Buy
33,020
+27,276
+475% +$8.77M 1.5% 20
2025
Q4 		$2.01M Buy
5,744
+12
+0.2% +$4.09K 0.25% 68
2025
Q3 		$1.96M Sell
5,732
-30
-0.5% -$10.4K 0.24% 68
2025
Q2 		$2.05M Sell
5,762
-14,030
-71% -$4.89M 0.23% 68
2025
Q1 		$6.94M Sell
19,792
-30,038
-60% -$10.2M 0.85% 41
2024
Q4 		$15.7M Sell
49,830
-2,826
-5% -$850K 1.73% 13
2024
Q3 		$14.5M Sell
52,656
-1,911
-4% -$517K 1.51% 20
2024
Q2 		$14.3M Sell
54,567
-817
-1% -$224K 1.55% 16
2024
Q1 		$15.5M Buy
55,384
+1,148
+2% +$317K 1.69% 16
2023
Q4 		$14.1M Buy
54,236
+11,396
+27% +$2.81M 1.59% 17
2023
Q3 		$9.85M Sell
42,840
-1,523
-3% -$366K 1.2% 29
2023
Q2 		$10.5M Buy
44,363
+14,922
+51% +$3.42M 1.3% 30
2023
Q1 		$6.64M Sell
29,441
-1,126
-4% -$251K 0.86% 44
2022
Q4 		$6.35M Sell
30,567
-136
-0.4% -$27.4K 0.87% 41
2022
Q3 		$5.45M Sell
30,703
-1,703
-5% -$347K 0.78% 45
2022
Q2 		$6.38M Buy
+32,406
New +$6.7M 0.82% 45

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

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

Sawgrass Asset Management increased its Visa (V) stake by 475% in Q1 2026, buying an estimated $8.77M and bringing the position to 33,020 shares worth $9.98M. The position accounts for 1.5% of the portfolio, ranked #20.

Sawgrass Asset Management first reported a position in V in Q2 2022 and has held it in 16 quarters since. The position peaked at $15.7M in Q4 2024. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Sawgrass Asset Management held 33,020 shares of Visa worth $9.98M as of Q1 2026.
  • Sawgrass Asset Management bought 27,276 Visa shares in Q1 2026, an estimated $8.77M.
  • Visa made up 1.5% of Sawgrass Asset Management's portfolio in Q1 2026, its #20 holding.
  • Sawgrass Asset Management first reported a position in Visa in Q2 2022 and has held it in 16 quarters since.
  • Sawgrass Asset Management's Visa position peaked at $15.7M in Q4 2024.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.