UIM
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Unified Investment Management’s Visa V Stock Holding History

Unified 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 		$959K Buy
3,173
+83
+3% +$26.7K 0.98% 29
2025
Q4 		$1.08M Buy
3,090
+19
+0.6% +$6.47K 1.09% 25
2025
Q3 		$1.05M Buy
3,071
+588
+24% +$204K 1.05% 24
2025
Q2 		$881K Buy
2,483
+35
+1% +$12.2K 0.95% 31
2025
Q1 		$858K Sell
2,448
-128
-5% -$43.3K 1.01% 29
2024
Q4 		$814K Buy
+2,576
New +$775K 0.92% 36

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

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

Unified Investment Management increased its Visa (V) stake by 2.7% in Q1 2026, buying an estimated $26.7K and bringing the position to 3,173 shares worth $959K. The position accounts for 0.98% of the portfolio, ranked #29.

Unified Investment Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Unified Investment Management held 3,173 shares of Visa worth $959K as of Q1 2026.
  • Unified Investment Management bought 83 Visa shares in Q1 2026, an estimated $26.7K.
  • Visa made up 0.98% of Unified Investment Management's portfolio in Q1 2026, its #29 holding.
  • Unified Investment Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Unified Investment Management's Visa position peaked at $1.08M in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Unified Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.