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Warm Springs Advisors’s Visa V Stock Holding History

Warm Springs 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 		$2.72M Hold
8,996
– – 2.31% 15
2025
Q4 		$3.15M Sell
8,996
-549
-6% -$187K 2.44% 14
2025
Q3 		$3.26M Hold
9,545
– – 2.47% 15
2025
Q2 		$3.39M Sell
9,545
-227
-2% -$79.1K 2.91% 13
2025
Q1 		$3.42M Sell
9,772
-360
-4% -$122K 3.44% 10
2024
Q4 		$3.2M Buy
+10,132
New +$3.05M 2.97% 11

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

Warm Springs Advisors's V Position: Q1 2026 in Review

Warm Springs Advisors held its Visa (V) position steady in Q1 2026 at 8,996 shares worth $2.72M. The position accounts for 2.31% of the portfolio, ranked #15.

Warm Springs Advisors first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.42M in Q1 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Warm Springs Advisors held 8,996 shares of Visa worth $2.72M as of Q1 2026.
  • Warm Springs Advisors left its Visa share count unchanged in Q1 2026.
  • Visa made up 2.31% of Warm Springs Advisors's portfolio in Q1 2026, its #15 holding.
  • Warm Springs Advisors first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Warm Springs Advisors's Visa position peaked at $3.42M in Q1 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Warm Springs Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.