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Tevis Investment Management’s Visa V Stock Holding History

Tevis Investment 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 		$1.58M Buy
5,242
+1,418
+37% +$456K 0.9% 36
2025
Q4 		$1.31M Hold
3,824
– – 0.79% 45
2025
Q3 		$1.31M Buy
3,824
+35
+0.9% +$12.1K 0.79% 45
2025
Q2 		$1.35M Sell
3,789
-265
-7% -$92.4K 0.86% 36
2025
Q1 		$1.28M Hold
4,054
– – 0.95% 35
2024
Q4 		$1.28M Sell
4,054
-4
-0.1% -$1.2K 0.95% 35
2024
Q3 		$1.12M Buy
4,058
+13
+0.3% +$3.52K 0.83% 44
2024
Q2 		$1.06M Sell
4,045
-1
-0% -$274 0.85% 43
2024
Q1 		$1.13M Sell
4,046
-14
-0.3% -$3.87K 0.96% 37
2023
Q4 		$1.06M Buy
4,060
+3
+0.1% +$739 0.97% 39
2023
Q3 		$933K Buy
4,057
+14
+0.3% +$3.37K 0.95% 41
2023
Q2 		$960K Buy
4,043
+117
+3% +$26.8K 0.94% 39
2023
Q1 		$885K Buy
3,926
+15
+0.4% +$3.34K 0.9% 41
2022
Q4 		$813K Buy
3,911
+16
+0.4% +$3.23K 0.87% 43
2022
Q3 		$692K Buy
3,895
+125
+3% +$25.4K 0.67% 49
2022
Q2 		$745K Buy
3,770
+157
+4% +$32.4K 0.71% 46
2022
Q1 		$802K Buy
3,613
+10
+0.3% +$2.16K 0.73% 43
2021
Q4 		$783K Buy
+3,603
New +$773K 0.68% 41

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

Tevis Investment Management's V Position: Q1 2026 in Review

Tevis Investment Management increased its Visa (V) stake by 37% in Q1 2026, buying an estimated $456K and bringing the position to 5,242 shares worth $1.58M. The position accounts for 0.9% of the portfolio, ranked #36.

Tevis Investment Management first reported a position in V in Q4 2021 and has held it in 18 quarters since. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Tevis Investment Management held 5,242 shares of Visa worth $1.58M as of Q1 2026.
  • Tevis Investment Management bought 1,418 Visa shares in Q1 2026, an estimated $456K.
  • Visa made up 0.9% of Tevis Investment Management's portfolio in Q1 2026, its #36 holding.
  • Tevis Investment Management first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.