Ted Buchan & Co’s Visa V Stock Holding History

Ted Buchan & Co’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	–	Sell	-667	Closed	-$234K	–	96
2025 Q4	$234K	Sell	667 -119	-15%	-$40.5K	0.09%	83
2025 Q3	$268K	Buy	786 +3	+0.4%	+$1.04K	0.11%	76
2025 Q2	$278K	Buy	+783	New	+$273K	0.11%	84

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

Ted Buchan & Co's V Position: Q1 2026 in Review

Ted Buchan & Co sold out of Visa (V) in Q1 2026, closing a stake of 667 shares — an estimated $234K sold.

Ted Buchan & Co first reported a position in V in Q2 2025 and held it in 3 quarters. The position peaked at $278K in Q2 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Ted Buchan & Co reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Ted Buchan & Co sold 667 Visa shares in Q1 2026, an estimated $234K.
Ted Buchan & Co first reported a position in Visa in Q2 2025 and held it in 3 quarters.
Ted Buchan & Co's Visa position peaked at $278K in Q2 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.