S
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Sunpointe’s Visa V Stock Holding History

Sunpointe’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 		$896K Sell
2,965
-44
-1% -$14.1K 0.29% 78
2025
Q4 		$1.06M Buy
3,009
+97
+3% +$33K 0.35% 57
2025
Q3 		$994K Sell
2,912
-143
-5% -$49.5K 0.36% 59
2025
Q2 		$1.08M Buy
3,055
+206
+7% +$71.8K 0.43% 52
2025
Q1 		$999K Sell
2,849
-1,388
-33% -$470K 0.53% 41
2024
Q4 		$1.34M Buy
4,237
+154
+4% +$46.3K 0.67% 40
2024
Q3 		$1.12M Buy
4,083
+11
+0.3% +$2.97K 0.92% 25
2024
Q2 		$1.07M Buy
4,072
+196
+5% +$53.7K 0.7% 30
2024
Q1 		$1.08M Buy
3,876
+24
+0.6% +$6.63K 1.2% 19
2023
Q4 		$1M Buy
+3,852
New +$949K 1.27% 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

Sunpointe's V Position: Q1 2026 in Review

Sunpointe reduced its Visa (V) stake by 1.5% in Q1 2026, selling an estimated $14.1K and leaving 2,965 shares worth $896K. The position accounts for 0.29% of the portfolio, ranked #78.

Sunpointe first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2024. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Sunpointe held 2,965 shares of Visa worth $896K as of Q1 2026.
  • Sunpointe sold 44 Visa shares in Q1 2026, an estimated $14.1K.
  • Visa made up 0.29% of Sunpointe's portfolio in Q1 2026, its #78 holding.
  • Sunpointe first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
  • Sunpointe's Visa position peaked at $1.34M in Q4 2024.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.