Turtle Creek Wealth Advisors’s Visa V Stock Holding History

Turtle Creek Wealth Advisors’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	$13.6M	Buy	44,931 +2,914	+7%	+$937K	1.03%	31
2025 Q4	$14.7M	Buy	42,017 +5,924	+16%	+$2.02M	1.16%	21
2025 Q3	$12.3M	Buy	36,093 +7,215	+25%	+$2.5M	1.1%	24
2025 Q2	$10.3M	Buy	28,878 +5,659	+24%	+$1.97M	1.21%	20
2025 Q1	$8.14M	Buy	23,219 +5,391	+30%	+$1.82M	1.21%	22
2024 Q4	$5.63M	Buy	17,828 +937	+6%	+$282K	1.3%	23
2024 Q3	$4.64M	Buy	16,891 +700	+4%	+$189K	0.93%	41
2024 Q2	$4.25M	Buy	16,191 +3,735	+30%	+$1.02M	0.98%	40
2024 Q1	$3.48M	Buy	12,456 +2,273	+22%	+$628K	0.85%	46
2023 Q4	$2.65M	Buy	+10,183	New	+$2.51M	0.78%	45

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

Turtle Creek Wealth Advisors's V Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Visa (V) stake by 6.9% in Q1 2026, buying an estimated $937K and bringing the position to 44,931 shares worth $13.6M. The position accounts for 1.03% of the portfolio, ranked #31.

Turtle Creek Wealth Advisors first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.7M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Turtle Creek Wealth Advisors held 44,931 shares of Visa worth $13.6M as of Q1 2026.
Turtle Creek Wealth Advisors bought 2,914 Visa shares in Q1 2026, an estimated $937K.
Visa made up 1.03% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #31 holding.
Turtle Creek Wealth Advisors first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Turtle Creek Wealth Advisors's Visa position peaked at $14.7M in Q4 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.