Wedgewood Investors’s Visa V Stock Holding History

Wedgewood Investors’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	$1.05M	Buy	3,485 +100	+3%	+$32.2K	1.21%	25
2025 Q4	$1.19M	Sell	3,385 -40	-1%	-$13.6K	1.35%	21
2025 Q3	$1.17M	Hold	3,425	–	–	1.28%	21
2025 Q2	$1.22M	Sell	3,425 -58	-2%	-$20.2K	1.4%	23
2025 Q1	$1.22M	Sell	3,483 -37	-1%	-$12.5K	1.45%	19
2024 Q4	$1.11M	Sell	3,520 -175	-5%	-$52.6K	1.31%	21
2024 Q3	$1.02M	Sell	3,695 -20	-0.5%	-$5.41K	1.11%	25
2024 Q2	$975K	Buy	+3,715	New	+$1.02M	1.16%	23
2023 Q4	$965K	Sell	3,705 -25	-0.7%	-$6.16K	1.2%	23
2023 Q3	$858K	Sell	3,730 -450	-11%	-$108K	1.16%	23
2023 Q2	$993K	Sell	4,180 -200	-5%	-$45.8K	1.27%	22
2023 Q1	$988K	Buy	4,380 +4	+0.1%	+$890	1.29%	22
2022 Q4	$909K	Hold	4,376	–	–	1.2%	27
2022 Q3	$777K	Hold	4,376	–	–	1.19%	30
2022 Q2	$862K	Hold	4,376	–	–	1.22%	29
2022 Q1	$970K	Sell	4,376 -10	-0.2%	-$2.16K	1.17%	28
2021 Q4	$950K	Sell	4,386 -75	-2%	-$16.1K	1.12%	28
2021 Q3	$994K	Sell	4,461 -50	-1%	-$11.7K	1.29%	25
2021 Q2	$1.05M	Hold	4,511	–	–	1.33%	25
2021 Q1	$955K	Buy	4,511 +60	+1%	+$12.6K	1.19%	24
2020 Q4	$974K	Buy	4,451 +125	+3%	+$25.6K	1.27%	22
2020 Q3	$865K	Buy	4,326 +130	+3%	+$26K	1.29%	23
2020 Q2	$811K	Hold	4,196	–	–	1.31%	22
2020 Q1	$676K	Sell	4,196 -550	-12%	-$104K	1.3%	26
2019 Q4	$892K	Sell	4,746 -50	-1%	-$9.01K	1.27%	26
2019 Q3	$825K	Sell	4,796 -75	-2%	-$13.4K	1.23%	26
2019 Q2	$845K	Sell	4,871 -4	-0.1%	-$655	1.21%	26
2019 Q1	$761K	Buy	4,875 +302	+7%	+$43.5K	1.18%	28
2018 Q4	$603K	Hold	4,573	–	–	1.1%	31
2018 Q3	$686K	Buy	4,573 +100	+2%	+$14.2K	1.09%	33
2018 Q2	$590K	Sell	4,473 -400	-8%	-$51.5K	1.01%	35
2018 Q1	$583K	Buy	4,873 +150	+3%	+$18.2K	0.5%	52
2017 Q4	$539K	Hold	4,723	–	–	0.44%	52
2017 Q3	$497K	Hold	4,723	–	–	0.42%	56
2017 Q2	$443K	Hold	4,723	–	–	0.38%	59
2017 Q1	$420K	Hold	4,723	–	–	0.37%	60
2016 Q4	$368K	Hold	4,723	–	–	0.34%	63
2016 Q3	$391K	Hold	4,723	–	–	0.37%	62
2016 Q2	$350K	Hold	4,723	–	–	0.33%	71
2016 Q1	$361K	Hold	4,723	–	–	0.36%	60
2015 Q4	$366K	Buy	4,723 +80	+2%	+$6.2K	0.37%	61
2015 Q3	$323K	Buy	4,643 +71	+2%	+$5.07K	0.33%	74
2015 Q2	$307K	Hold	4,572	–	–	0.29%	80
2015 Q1	$299K	Buy	4,572 +40	+0.9%	+$2.65K	0.29%	86
2014 Q4	$297K	Buy	4,532 +732	+19%	+$44.1K	0.29%	82
2014 Q3	$203K	Hold	3,800	–	–	0.21%	107
2014 Q2	$200K	Hold	3,800	–	–	0.21%	113
2014 Q1	$205K	Hold	3,800	–	–	0.22%	112
2013 Q4	$212K	Buy	+3,800	New	+$192K	0.24%	105

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

Wedgewood Investors's V Position: Q1 2026 in Review

Wedgewood Investors increased its Visa (V) stake by 3% in Q1 2026, buying an estimated $32.2K and bringing the position to 3,485 shares worth $1.05M. The position accounts for 1.21% of the portfolio, ranked #25.

Wedgewood Investors first reported a position in V in Q4 2013 and has held it in 49 quarters since. The position peaked at $1.22M in Q1 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Wedgewood Investors held 3,485 shares of Visa worth $1.05M as of Q1 2026.
Wedgewood Investors bought 100 Visa shares in Q1 2026, an estimated $32.2K.
Visa made up 1.21% of Wedgewood Investors's portfolio in Q1 2026, its #25 holding.
Wedgewood Investors first reported a position in Visa in Q4 2013 and has held it in 49 quarters since.
Wedgewood Investors's Visa position peaked at $1.22M in Q1 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.