WI
V icon

Westbourne Investments’s Visa V Stock Holding History

Westbourne 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 		$2.99M Sell
9,905
-60
-0.6% -$19.3K 1.42% 23
2025
Q4 		$3.49M Sell
9,965
-30
-0.3% -$10.2K 1.63% 19
2025
Q3 		$3.41M Sell
9,995
-200
-2% -$69.2K 1.63% 16
2025
Q2 		$3.62M Sell
10,195
-478
-4% -$167K 1.93% 13
2025
Q1 		$3.74M Sell
10,673
-50
-0.5% -$16.9K 2.26% 9
2024
Q4 		$3.39M Buy
+10,723
New +$3.22M 2% 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

Westbourne Investments's V Position: Q1 2026 in Review

Westbourne Investments reduced its Visa (V) stake by 0.6% in Q1 2026, selling an estimated $19.3K and leaving 9,905 shares worth $2.99M. The position accounts for 1.42% of the portfolio, ranked #23.

Westbourne Investments first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.74M in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Westbourne Investments held 9,905 shares of Visa worth $2.99M as of Q1 2026.
  • Westbourne Investments sold 60 Visa shares in Q1 2026, an estimated $19.3K.
  • Visa made up 1.42% of Westbourne Investments's portfolio in Q1 2026, its #23 holding.
  • Westbourne Investments first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Westbourne Investments's Visa position peaked at $3.74M in Q1 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.