VIA
V icon

Vickerman Investment Advisors’s Visa V Stock Holding History

Vickerman Investment 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 		$4.4M Sell
14,564
-22
-0.2% -$7.07K 0.93% 30
2025
Q4 		$5.12M Sell
14,586
-41
-0.3% -$14K 1.02% 21
2025
Q3 		$4.99M Sell
14,627
-80
-0.5% -$27.7K 1.01% 22
2025
Q2 		$5.22M Buy
14,707
+1,317
+10% +$459K 1.12% 18
2025
Q1 		$4.69M Sell
13,390
-2,242
-14% -$759K 1.06% 23
2024
Q4 		$4.94M Sell
15,632
-232
-1% -$69.8K 1.34% 18
2024
Q3 		$4.36M Sell
15,864
-64
-0.4% -$17.3K 1.28% 22
2024
Q2 		$4.18M Sell
15,928
-26
-0.2% -$7.13K 1.34% 23
2024
Q1 		$4.45M Buy
15,954
+60
+0.4% +$16.6K 1.44% 20
2023
Q4 		$4.14M Buy
15,894
+3,541
+29% +$873K 1.41% 20
2023
Q3 		$2.84M Buy
12,353
+788
+7% +$189K 1.16% 33
2023
Q2 		$2.75M Buy
+11,565
New +$2.65M 1.07% 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

Vickerman Investment Advisors's V Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its Visa (V) stake by 0.15% in Q1 2026, selling an estimated $7.07K and leaving 14,564 shares worth $4.4M. The position accounts for 0.93% of the portfolio, ranked #30.

Vickerman Investment Advisors first reported a position in V in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.22M in Q2 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Vickerman Investment Advisors held 14,564 shares of Visa worth $4.4M as of Q1 2026.
  • Vickerman Investment Advisors sold 22 Visa shares in Q1 2026, an estimated $7.07K.
  • Visa made up 0.93% of Vickerman Investment Advisors's portfolio in Q1 2026, its #30 holding.
  • Vickerman Investment Advisors first reported a position in Visa in Q2 2023 and has held it in 12 quarters since.
  • Vickerman Investment Advisors's Visa position peaked at $5.22M in Q2 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.