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Westover Capital Advisors’s Visa V Stock Holding History

Westover Capital 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 		$698K Sell
2,309
-3,065
-57% -$986K 0.13% 120
2025
Q4 		$1.88M Sell
5,374
-428
-7% -$146K 0.34% 61
2025
Q3 		$1.98M Buy
5,802
+355
+7% +$123K 0.37% 59
2025
Q2 		$1.93M Buy
5,447
+1,311
+32% +$457K 0.39% 59
2025
Q1 		$1.45M Sell
4,136
-58
-1% -$19.6K 0.32% 70
2024
Q4 		$1.33M Sell
4,194
-65
-2% -$19.5K 0.29% 80
2024
Q3 		$1.17M Sell
4,259
-109
-2% -$29.5K 0.23% 94
2024
Q2 		$1.15M Sell
4,368
-122
-3% -$33.4K 0.3% 85
2024
Q1 		$1.25M Sell
4,490
-35
-0.8% -$9.66K 0.37% 72
2023
Q4 		$1.18M Buy
4,525
+61
+1% +$15K 0.38% 64
2023
Q3 		$1.03M Buy
4,464
+125
+3% +$30K 0.37% 65
2023
Q2 		$1.03M Buy
4,339
+2,254
+108% +$516K 0.36% 71
2023
Q1 		$470K Buy
2,085
+682
+49% +$152K 0.17% 100
2022
Q4 		$291K Sell
1,403
-817
-37% -$165K 0.12% 124
2022
Q3 		$394K Sell
2,220
-463
-17% -$94.2K 0.15% 104
2022
Q2 		$528K Sell
2,683
-233
-8% -$48.2K 0.19% 93
2022
Q1 		$647K Sell
2,916
-250
-8% -$54.1K 0.2% 95
2021
Q4 		$686K Sell
3,166
-1,055
-25% -$226K 0.2% 93
2021
Q3 		$940K Buy
4,221
+70
+2% +$16.4K 0.29% 78
2021
Q2 		$971K Sell
4,151
-245
-6% -$56K 0.31% 73
2021
Q1 		$931K Sell
4,396
-617
-12% -$130K 0.32% 73
2020
Q4 		$1.1M Sell
5,013
-208
-4% -$42.6K 0.39% 65
2020
Q3 		$1.04M Buy
5,221
+562
+12% +$112K 0.43% 60
2020
Q2 		$900K Sell
4,659
-1,116
-19% -$204K 0.42% 64
2020
Q1 		$930K Buy
5,775
+190
+3% +$35.8K 0.5% 52
2019
Q4 		$1.05M Buy
5,585
+211
+4% +$38K 0.47% 53
2019
Q3 		$924K Buy
5,374
+192
+4% +$34.2K 0.44% 56
2019
Q2 		$899K Buy
5,182
+3,289
+174% +$539K 0.44% 57
2019
Q1 		$296K Buy
1,893
+224
+13% +$32.3K 0.15% 98
2018
Q4 		$220K Buy
+1,669
New +$231K 0.14% 102

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

Westover Capital Advisors's V Position: Q1 2026 in Review

Westover Capital Advisors reduced its Visa (V) stake by 57% in Q1 2026, selling an estimated $986K and leaving 2,309 shares worth $698K. The position accounts for 0.13% of the portfolio, ranked #120.

Westover Capital Advisors first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.98M in Q3 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Westover Capital Advisors held 2,309 shares of Visa worth $698K as of Q1 2026.
  • Westover Capital Advisors sold 3,065 Visa shares in Q1 2026, an estimated $986K.
  • Visa made up 0.13% of Westover Capital Advisors's portfolio in Q1 2026, its #120 holding.
  • Westover Capital Advisors first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
  • Westover Capital Advisors's Visa position peaked at $1.98M in Q3 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.