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Sharp Financial Services’s Visa V Stock Holding History

Sharp Financial Services’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 		$908K Sell
3,005
-133
-4% -$42.8K 0.45% 26
2025
Q4 		$1.1M Sell
3,138
-149
-5% -$50.8K 0.55% 28
2025
Q3 		$1.12M Buy
3,287
+125
+4% +$43.3K 0.61% 28
2025
Q2 		$1.12M Buy
3,162
+551
+21% +$192K 0.72% 17
2025
Q1 		$915K Buy
2,611
+91
+4% +$30.8K 0.7% 21
2024
Q4 		$796K Sell
2,520
-28
-1% -$8.42K 0.6% 29
2024
Q3 		$700K Sell
2,548
-351
-12% -$94.9K 0.54% 31
2024
Q2 		$761K Buy
2,899
+138
+5% +$37.8K 0.65% 29
2024
Q1 		$771K Sell
2,761
-655
-19% -$181K 0.72% 26
2023
Q4 		$889K Buy
+3,416
New +$842K 0.96% 22

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

Sharp Financial Services's V Position: Q1 2026 in Review

Sharp Financial Services reduced its Visa (V) stake by 4.2% in Q1 2026, selling an estimated $42.8K and leaving 3,005 shares worth $908K. The position accounts for 0.45% of the portfolio, ranked #26.

Sharp Financial Services first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.12M in Q2 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Sharp Financial Services held 3,005 shares of Visa worth $908K as of Q1 2026.
  • Sharp Financial Services sold 133 Visa shares in Q1 2026, an estimated $42.8K.
  • Visa made up 0.45% of Sharp Financial Services's portfolio in Q1 2026, its #26 holding.
  • Sharp Financial Services first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
  • Sharp Financial Services's Visa position peaked at $1.12M in Q2 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.