SCP
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Stamos Capital Partners’s Visa V Stock Holding History

Stamos Capital 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 		$7.97M Buy
26,383
+9,333
+55% +$3M 1.25% 16
2025
Q4 		$5.98M Buy
17,050
+5,050
+42% +$1.72M 0.96% 25
2025
Q3 		$4.1M Buy
12,000
+20
+0.2% +$6.92K 0.77% 34
2025
Q2 		$4.25M Buy
11,980
+4,537
+61% +$1.58M 0.76% 39
2025
Q1 		$2.61M Sell
7,443
-3,677
-33% -$1.24M 0.68% 43
2024
Q4 		$3.51M Buy
11,120
+3,900
+54% +$1.17M 0.82% 35
2024
Q3 		$1.99M Buy
7,220
+3,600
+99% +$973K 0.47% 68
2024
Q2 		$950K Buy
+3,620
New +$992K 0.2% 111
2023
Q4 		– Sell
-8,220
Closed -$1.89M – 131
2023
Q3 		$1.89M Sell
8,220
-370
-4% -$88.9K 0.42% 71
2023
Q2 		$2.04M Sell
8,590
-660
-7% -$151K 0.48% 63
2023
Q1 		$2.09M Buy
9,250
+4,440
+92% +$988K 0.54% 58
2022
Q4 		$999K Sell
4,810
-770
-14% -$155K 0.32% 72
2022
Q3 		$991K Buy
5,580
+650
+13% +$132K 0.25% 80
2022
Q2 		$971K Buy
4,930
+1,100
+29% +$227K 0.29% 76
2022
Q1 		$849K Buy
+3,830
New +$828K 0.28% 71
2020
Q4 		– Sell
-6,300
Closed -$1.26M – 77
2020
Q3 		$1.26M Hold
6,300
– – 0.47% 39
2020
Q2 		$1.22M Sell
6,300
-11,599
-65% -$2.12M 0.7% 30
2020
Q1 		$2.88M Buy
17,899
+7,264
+68% +$1.37M 1.52% 24
2019
Q4 		$2M Sell
10,635
-465
-4% -$83.8K 1.61% 20
2019
Q3 		$1.91M Sell
11,100
-400
-3% -$71.2K 1.7% 18
2019
Q2 		$2M Sell
11,500
-6,151
-35% -$1.01M 2% 15
2019
Q1 		$2.64M Sell
17,651
-5,149
-23% -$742K 3.38% 6
2018
Q4 		$3.01M Buy
+22,800
New +$3.15M 2.27% 13

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

Stamos Capital Partners's V Position: Q1 2026 in Review

Stamos Capital Partners increased its Visa (V) stake by 55% in Q1 2026, buying an estimated $3M and bringing the position to 26,383 shares worth $7.97M. The position accounts for 1.25% of the portfolio, ranked #16.

Stamos Capital Partners first reported a position in V in Q4 2018 and has held it in 23 quarters since. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Stamos Capital Partners held 26,383 shares of Visa worth $7.97M as of Q1 2026.
  • Stamos Capital Partners bought 9,333 Visa shares in Q1 2026, an estimated $3M.
  • Visa made up 1.25% of Stamos Capital Partners's portfolio in Q1 2026, its #16 holding.
  • Stamos Capital Partners first reported a position in Visa in Q4 2018 and has held it in 23 quarters since.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.