Voyager Global Management’s Visa V Stock Holding History

Voyager Global 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	-500,000	Closed	-$175M	–	10
2025 Q4	$175M	Sell	500,000 -600,000	-55%	-$204M	5.13%	9
2025 Q3	$376M	Buy	1,100,000 +465,000	+73%	+$161M	11%	5
2025 Q2	$225M	Buy	635,000 +335,000	+112%	+$117M	8.09%	6
2025 Q1	$105M	Sell	300,000 -110,000	-27%	-$37.2M	4.69%	7
2024 Q4	$130M	Sell	410,000 -725,000	-64%	-$218M	5.17%	9
2024 Q3	$312M	Buy	1,135,000 +185,000	+19%	+$50M	13.51%	2
2024 Q2	$249M	Buy	950,000 +450,000	+90%	+$123M	11.12%	2
2024 Q1	$140M	Sell	500,000 -415,000	-45%	-$115M	6.75%	7
2023 Q4	$238M	Sell	915,000 -160,000	-15%	-$39.4M	11.38%	3
2023 Q3	$247M	Buy	1,075,000 +75,000	+8%	+$18M	11.61%	3
2023 Q2	$237M	Buy	1,000,000 +100,000	+11%	+$22.9M	11.53%	3
2023 Q1	$203M	Buy	900,000 +45,000	+5%	+$10M	11.15%	5
2022 Q4	$178M	Sell	855,000 -95,000	-10%	-$19.2M	11%	5
2022 Q3	$169M	Buy	950,000 +440,000	+86%	+$89.5M	9.77%	6
2022 Q2	$100M	Buy	510,000 +190,000	+59%	+$39.3M	6.43%	8
2022 Q1	$71M	Sell	320,000 -170,000	-35%	-$36.8M	4.06%	9
2021 Q4	$106M	Buy	+490,000	New	+$105M	7.71%	8

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

Voyager Global Management's V Position: Q1 2026 in Review

Voyager Global Management sold out of Visa (V) in Q1 2026, closing a stake of 500,000 shares — an estimated $175M sold.

Voyager Global Management first reported a position in V in Q4 2021 and held it in 17 quarters. The position peaked at $376M in Q3 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Voyager Global Management reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Voyager Global Management sold 500,000 Visa shares in Q1 2026, an estimated $175M.
Voyager Global Management first reported a position in Visa in Q4 2021 and held it in 17 quarters.
Voyager Global Management's Visa position peaked at $376M in Q3 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Voyager Global Management's 13F filing for Q1 2026, filed 15 May 2026.