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Tucker Asset Management’s Visa V Stock Holding History

Tucker Asset 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 		– Sell
-590
Closed -$207K – 1004
2025
Q4 		$207K Sell
590
-718
-55% -$245K 0.06% 106
2025
Q3 		$447K Buy
1,308
+713
+120% +$247K 0.13% 45
2025
Q2 		$211K Buy
595
+20
+3% +$6.97K 0.07% 102
2025
Q1 		$201K Sell
575
-13
-2% -$4.4K 0.07% 97
2024
Q4 		$186K Sell
588
-4
-0.7% -$1.2K 0.02% 153
2024
Q3 		$163K Buy
592
+20
+3% +$5.41K 0.04% 171
2024
Q2 		$150K Sell
572
-144
-20% -$39.5K 0.03% 193
2024
Q1 		$200K Sell
716
-44
-6% -$12.1K 0.05% 170
2023
Q4 		$198K Hold
760
– – 0.05% 147
2023
Q3 		$175K Buy
760
+7
+0.9% +$1.68K 0.05% 152
2023
Q2 		$179K Sell
753
-81
-10% -$18.5K 0.05% 115
2023
Q1 		$188K Buy
834
+88
+12% +$19.6K 0.06% 86
2022
Q4 		$155K Buy
746
+221
+42% +$44.6K 0.05% 69
2022
Q3 		$109K Buy
525
+64
+14% +$13K 0.04% 74
2022
Q2 		$90.8K Buy
461
+38
+9% +$7.85K 0.03% 50
2022
Q1 		$93.8K Buy
423
+86
+26% +$18.6K 0.03% 50
2021
Q4 		$73.4K Hold
337
– – 0.02% 68
2021
Q3 		$71.4K Hold
337
– – 0.03% 58
2021
Q2 		$78.8K Sell
337
-185
-35% -$42.3K 0.04% 38
2021
Q1 		$111K Buy
522
+215
+70% +$45.3K 0.06% 40
2020
Q4 		$67.2K Buy
+307
New +$62.8K 0.04% 48

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Tucker Asset Management's V Position: Q1 2026 in Review

Tucker Asset Management sold out of Visa (V) in Q1 2026, closing a stake of 590 shares — an estimated $207K sold.

Tucker Asset Management first reported a position in V in Q4 2020 and held it in 21 quarters. The position peaked at $447K in Q3 2025. 4,476 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Tucker Asset Management reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 590 Visa shares in Q1 2026, an estimated $207K.
  • Tucker Asset Management first reported a position in Visa in Q4 2020 and held it in 21 quarters.
  • Tucker Asset Management's Visa position peaked at $447K in Q3 2025.
  • 4,476 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.