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Stiles Financial Services’s Visa V Stock Holding History

Stiles 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 		$2.56M Sell
8,457
-49
-0.6% -$15.8K 0.78% 43
2025
Q4 		$2.98M Sell
8,506
-67
-0.8% -$22.8K 0.92% 32
2025
Q3 		$2.93M Sell
8,573
-867
-9% -$300K 0.92% 30
2025
Q2 		$3.35M Sell
9,440
-806
-8% -$281K 1.16% 21
2025
Q1 		$3.59M Sell
10,246
-1,393
-12% -$471K 1.38% 16
2024
Q4 		$3.68M Sell
11,639
-1,958
-14% -$589K 1.33% 13
2024
Q3 		$3.74M Sell
13,597
-239
-2% -$64.6K 1.32% 15
2024
Q2 		$3.63M Sell
13,836
-163
-1% -$44.7K 1.4% 14
2024
Q1 		$3.91M Sell
13,999
-43
-0.3% -$11.9K 1.57% 12
2023
Q4 		$3.66M Sell
14,042
-16
-0.1% -$3.94K 1.66% 11
2023
Q3 		$3.23M Sell
14,058
-88
-0.6% -$21.2K 1.68% 10
2023
Q2 		$3.36M Sell
14,146
-310
-2% -$71K 1.67% 9
2023
Q1 		$3.26M Sell
14,456
-146
-1% -$32.5K 1.75% 10
2022
Q4 		$3.03M Sell
14,602
-37
-0.3% -$7.46K 1.73% 13
2022
Q3 		$2.6M Buy
14,639
+758
+5% +$154K 1.58% 15
2022
Q2 		$2.73M Buy
13,881
+50
+0.4% +$10.3K 1.64% 13
2022
Q1 		$3.07M Buy
13,831
+425
+3% +$91.9K 1.54% 15
2021
Q4 		$2.93M Buy
+13,406
New +$2.88M 1.41% 16

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

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

Stiles Financial Services reduced its Visa (V) stake by 0.58% in Q1 2026, selling an estimated $15.8K and leaving 8,457 shares worth $2.56M. The position accounts for 0.78% of the portfolio, ranked #43.

Stiles Financial Services first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.91M in Q1 2024. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Stiles Financial Services held 8,457 shares of Visa worth $2.56M as of Q1 2026.
  • Stiles Financial Services sold 49 Visa shares in Q1 2026, an estimated $15.8K.
  • Visa made up 0.78% of Stiles Financial Services's portfolio in Q1 2026, its #43 holding.
  • Stiles Financial Services first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Visa position peaked at $3.91M in Q1 2024.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.