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Westerkirk Capital’s Visa V Stock Holding History

Westerkirk Capital’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 		$13.2M Sell
43,607
-7,731
-15% -$2.49M 1.42% 12
2025
Q4 		$18M Buy
51,338
+8,285
+19% +$2.82M 1.75% 12
2025
Q3 		$14.7M Buy
43,053
+3,287
+8% +$1.14M 1.68% 10
2025
Q2 		$14.1M Buy
+39,766
New +$13.9M 1.74% 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

Westerkirk Capital's V Position: Q1 2026 in Review

Westerkirk Capital reduced its Visa (V) stake by 15% in Q1 2026, selling an estimated $2.49M and leaving 43,607 shares worth $13.2M. The position accounts for 1.42% of the portfolio, ranked #12.

Westerkirk Capital first reported a position in V in Q2 2025 and has held it in 4 quarters since. The position peaked at $18M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Westerkirk Capital held 43,607 shares of Visa worth $13.2M as of Q1 2026.
  • Westerkirk Capital sold 7,731 Visa shares in Q1 2026, an estimated $2.49M.
  • Visa made up 1.42% of Westerkirk Capital's portfolio in Q1 2026, its #12 holding.
  • Westerkirk Capital first reported a position in Visa in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Visa position peaked at $18M in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.