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W.H. Cornerstone Investments’s Visa V Stock Holding History

W.H. Cornerstone Investments’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 		$1.45M Sell
4,787
-836
-15% -$269K 0.9% 24
2025
Q4 		$1.97M Sell
5,623
-183
-3% -$62.3K 1.19% 19
2025
Q3 		$1.98M Sell
5,806
-438
-7% -$152K 1.21% 18
2025
Q2 		$2.22M Buy
6,244
+279
+5% +$97.2K 1.41% 17
2025
Q1 		$2.09M Buy
5,965
+2,106
+55% +$713K 1.44% 15
2024
Q4 		$1.22M Sell
3,859
-390
-9% -$117K 0.81% 26
2024
Q3 		$1.17M Sell
4,249
-153
-3% -$41.4K 0.79% 30
2024
Q2 		$1.16M Sell
4,402
-37
-0.8% -$10.1K 0.82% 27
2024
Q1 		$1.24M Sell
4,439
-156
-3% -$43.1K 0.89% 25
2023
Q4 		$1.2M Buy
4,595
+478
+12% +$118K 0.95% 29
2023
Q3 		$947K Sell
4,117
-122
-3% -$29.3K 0.83% 38
2023
Q2 		$1.01M Buy
4,239
+45
+1% +$10.3K 0.9% 39
2023
Q1 		$946K Buy
4,194
+595
+17% +$132K 0.86% 41
2022
Q4 		$803K Sell
3,599
-336
-9% -$67.8K 0.76% 46
2022
Q3 		$705K Buy
+3,935
New +$801K 0.74% 48

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

W.H. Cornerstone Investments's V Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its Visa (V) stake by 15% in Q1 2026, selling an estimated $269K and leaving 4,787 shares worth $1.45M. The position accounts for 0.9% of the portfolio, ranked #24.

W.H. Cornerstone Investments first reported a position in V in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.22M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • W.H. Cornerstone Investments held 4,787 shares of Visa worth $1.45M as of Q1 2026.
  • W.H. Cornerstone Investments sold 836 Visa shares in Q1 2026, an estimated $269K.
  • Visa made up 0.9% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #24 holding.
  • W.H. Cornerstone Investments first reported a position in Visa in Q3 2022 and has held it in 15 quarters since.
  • W.H. Cornerstone Investments's Visa position peaked at $2.22M in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.