Vulcan Value Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $193M | Sell |
639,454
-88,231
| -12% | -$28.4M | 5.12% | 9 |
|
|
2025
Q4 | $255M | Sell |
727,685
-23,831
| -3% | -$8.12M | 4.6% | 11 |
|
|
2025
Q3 | $257M | Buy |
751,516
+83,119
| +12% | +$28.8M | 4.65% | 10 |
|
|
2025
Q2 | $245M | Sell |
668,397
-233,619
| -26% | -$81.4M | 4.32% | 10 |
|
|
2025
Q1 | $316M | Sell |
902,016
-101,508
| -10% | -$34.3M | 5.94% | 6 |
|
|
2024
Q4 | $317M | Buy |
1,003,524
+50,208
| +5% | +$15.1M | 5.3% | 8 |
|
|
2024
Q3 | $262M | Sell |
953,316
-67,061
| -7% | -$18.1M | 4.39% | 11 |
|
|
2024
Q2 | $268M | Sell |
1,020,377
-28,329
| -3% | -$7.76M | 4.09% | 11 |
|
|
2024
Q1 | $293M | Sell |
1,048,706
-45,412
| -4% | -$12.5M | 4.25% | 9 |
|
|
2023
Q4 | $285M | Sell |
1,094,118
-214,239
| -16% | -$52.8M | 4.18% | 10 |
|
|
2023
Q3 | $301M | Sell |
1,308,357
-211,109
| -14% | -$50.7M | 4.58% | 9 |
|
|
2023
Q2 | $361M | Sell |
1,519,466
-65,629
| -4% | -$15M | 4.53% | 9 |
|
|
2023
Q1 | $358M | Sell |
1,585,095
-156,403
| -9% | -$34.8M | 4.52% | 10 |
|
|
2022
Q4 | $362M | Sell |
1,741,498
-422,379
| -20% | -$85.2M | 4.86% | 9 |
|
|
2022
Q3 | $384M | Sell |
2,163,877
-271,998
| -11% | -$55.3M | 4.5% | 10 |
|
|
2022
Q2 | $480M | Sell |
2,435,875
-937,142
| -28% | -$194M | 4.69% | 7 |
|
|
2022
Q1 | $748M | Sell |
3,373,017
-876,621
| -21% | -$190M | 4.59% | 8 |
|
|
2021
Q4 | $921M | Buy |
4,249,638
+828,347
| +24% | +$178M | 4.71% | 6 |
|
|
2021
Q3 | $762M | Sell |
3,421,291
-828,135
| -19% | -$194M | 4.1% | 10 |
|
|
2021
Q2 | $994M | Sell |
4,249,426
-235,478
| -5% | -$53.8M | 5.39% | 6 |
|
|
2021
Q1 | $950M | Buy |
4,484,904
+1,226,342
| +38% | +$258M | 5.61% | 5 |
|
|
2020
Q4 | $713M | Buy |
3,258,562
+141,656
| +5% | +$29M | 4.61% | 9 |
|
|
2020
Q3 | $623M | Sell |
3,116,906
-63,273
| -2% | -$12.6M | 4.85% | 8 |
|
|
2020
Q2 | $614M | Buy |
3,180,179
+466,557
| +17% | +$85.2M | 4.83% | 9 |
|
|
2020
Q1 | $437M | Buy |
2,713,622
+82,621
| +3% | +$15.6M | 4.53% | 10 |
|
|
2019
Q4 | $494M | Buy |
2,631,001
+165,588
| +7% | +$29.8M | 3.79% | 14 |
|
|
2019
Q3 | $424M | Buy |
2,465,413
+136,049
| +6% | +$24.2M | 3.59% | 12 |
|
|
2019
Q2 | $404M | Sell |
2,329,364
-797,543
| -26% | -$131M | 3.59% | 13 |
|
|
2019
Q1 | $488M | Sell |
3,126,907
-305,474
| -9% | -$44M | 4.21% | 9 |
|
|
2018
Q4 | $453M | Buy |
3,432,381
+24,229
| +0.7% | +$3.35M | 4.18% | 9 |
|
|
2018
Q3 | $512M | Sell |
3,408,152
-393,860
| -10% | -$56M | 3.73% | 11 |
|
|
2018
Q2 | $504M | Sell |
3,802,012
-644,706
| -14% | -$83M | 3.9% | 8 |
|
|
2018
Q1 | $532M | Sell |
4,446,718
-326,826
| -7% | -$39.6M | 4.28% | 6 |
|
|
2017
Q4 | $544M | Sell |
4,773,544
-342,081
| -7% | -$37.8M | 4.46% | 6 |
|
|
2017
Q3 | $538M | Sell |
5,115,625
-212,518
| -4% | -$21.6M | 4.61% | 5 |
|
|
2017
Q2 | $500M | Buy |
5,328,143
+596,745
| +13% | +$55.4M | 4.45% | 5 |
|
|
2017
Q1 | $420M | Sell |
4,731,398
-108,172
| -2% | -$9.31M | 3.63% | 8 |
|
|
2016
Q4 | $378M | Buy |
4,839,570
+79,656
| +2% | +$6.4M | 3.36% | 12 |
|
|
2016
Q3 | $394M | Sell |
4,759,914
-206,426
| -4% | -$16.5M | 3.62% | 7 |
|
|
2016
Q2 | $368M | Sell |
4,966,340
-56,093
| -1% | -$4.39M | 3.62% | 9 |
|
|
2016
Q1 | $384M | Sell |
5,022,433
-63,315
| -1% | -$4.6M | 3.45% | 11 |
|
|
2015
Q4 | $394M | Sell |
5,085,748
-143,037
| -3% | -$11.1M | 3.67% | 8 |
|
|
2015
Q3 | $364M | Buy |
5,228,785
+374,389
| +8% | +$26.7M | 3.53% | 9 |
|
|
2015
Q2 | $326M | Buy |
4,854,396
+317,046
| +7% | +$21.5M | 3.09% | 10 |
|
|
2015
Q1 | $297M | Sell |
4,537,350
-1,005,490
| -18% | -$66.5M | 2.96% | 9 |
|
|
2014
Q4 | $363M | Buy |
5,542,840
+283,360
| +5% | +$17.1M | 4.12% | 4 |
|
|
2014
Q3 | $280M | Buy |
5,259,480
+498,780
| +10% | +$26.8M | 3.98% | 3 |
|
|
2014
Q2 | $251M | Buy |
4,760,700
+2,292,692
| +93% | +$120M | 3.71% | 5 |
|
|
2014
Q1 | $133M | Buy |
2,468,008
+404,488
| +20% | +$22.5M | 2.36% | 16 |
|
|
2013
Q4 | $115M | Buy |
2,063,520
+462,704
| +29% | +$23.3M | 2.41% | 18 |
|
|
2013
Q3 | $76.5M | Buy |
1,600,816
+445,008
| +39% | +$20.6M | 2.33% | 17 |
|
|
2013
Q2 | $52.8M | Buy |
+1,155,808
| New | +$50.6M | 2.32% | 19 |
|
Other funds holding V
VCM
VPM
Vulcan Value Partners's V Position: Q1 2026 in Review
Vulcan Value Partners reduced its Visa (V) stake by 12% in Q1 2026, selling an estimated $28.4M and leaving 639,454 shares worth $193M. The position accounts for 5.12% of the portfolio, ranked #9.
Vulcan Value Partners first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $994M in Q2 2021. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Vulcan Value Partners held 639,454 shares of Visa worth $193M as of Q1 2026.
- Vulcan Value Partners sold 88,231 Visa shares in Q1 2026, an estimated $28.4M.
- Visa made up 5.12% of Vulcan Value Partners's portfolio in Q1 2026, its #9 holding.
- Vulcan Value Partners first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
- Vulcan Value Partners's Visa position peaked at $994M in Q2 2021.
- 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Vulcan Value Partners's 13F filing for Q1 2026, filed 11 May 2026.