Smartleaf Asset Management’s Visa V Stock Holding History

Smartleaf 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	$9.18M	Buy	30,636 +853	+3%	+$274K	0.33%	59
2025 Q4	$10.5M	Buy	29,783 +1,172	+4%	+$399K	0.4%	47
2025 Q3	$9.73M	Buy	28,611 +5,661	+25%	+$1.96M	0.6%	25
2025 Q2	$8M	Sell	22,950 -1,828	-7%	-$637K	0.71%	21
2025 Q1	$8.5M	Buy	24,778 +974	+4%	+$330K	0.82%	17
2024 Q4	$7.51M	Buy	23,804 +3,762	+19%	+$1.13M	0.77%	19
2024 Q3	$5.52M	Buy	20,042 +4,914	+32%	+$1.33M	0.67%	23
2024 Q2	$4.03M	Buy	15,128 +2,445	+19%	+$670K	0.66%	26
2024 Q1	$3.54M	Buy	12,683 +3,278	+35%	+$905K	0.68%	30
2023 Q4	$2.43M	Buy	+9,405	New	+$2.32M	0.65%	36

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

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

Smartleaf Asset Management increased its Visa (V) stake by 2.9% in Q1 2026, buying an estimated $274K and bringing the position to 30,636 shares worth $9.18M. The position accounts for 0.33% of the portfolio, ranked #59.

Smartleaf Asset Management first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.5M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Smartleaf Asset Management held 30,636 shares of Visa worth $9.18M as of Q1 2026.
Smartleaf Asset Management bought 853 Visa shares in Q1 2026, an estimated $274K.
Visa made up 0.33% of Smartleaf Asset Management's portfolio in Q1 2026, its #59 holding.
Smartleaf Asset Management first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Visa position peaked at $10.5M in Q4 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.