Wharton Business Group’s Visa V Stock Holding History

Wharton Business Group’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	–	Sell	-652	Closed	-$228K	–	147
2025 Q4	$228K	Sell	652 -72	-10%	-$24.5K	0.01%	131
2025 Q3	$247K	Hold	724	–	–	0.01%	128
2025 Q2	$257K	Hold	724	–	–	0.01%	124
2025 Q1	$254K	Hold	724	–	–	0.01%	123
2024 Q4	$229K	Buy	+724	New	+$218K	0.01%	125
2024 Q3	–	Sell	-826	Closed	-$217K	–	148
2024 Q2	$217K	Buy	826 +48	+6%	+$13.2K	0.01%	130
2024 Q1	$217K	Hold	778	–	–	0.01%	130
2023 Q4	$203K	Buy	+778	New	+$192K	0.01%	129
2021 Q2	–	Sell	-1,439	Closed	-$305K	–	127
2021 Q1	$305K	Sell	1,439 -26	-2%	-$5.47K	0.02%	101
2020 Q4	$320K	Buy	1,465 +119	+9%	+$24.4K	0.03%	97
2020 Q3	$269K	Hold	1,346	–	–	0.02%	99
2020 Q2	$260K	Buy	1,346 +100	+8%	+$18.3K	0.03%	98
2020 Q1	$201K	Hold	1,246	–	–	0.02%	96
2019 Q4	$234K	Buy	+1,246	New	+$224K	0.02%	109

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

Wharton Business Group's V Position: Q1 2026 in Review

Wharton Business Group sold out of Visa (V) in Q1 2026, closing a stake of 652 shares — an estimated $228K sold.

Wharton Business Group first reported a position in V in Q4 2019 and held it in 14 quarters. The position peaked at $320K in Q4 2020. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

Wharton Business Group reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Wharton Business Group sold 652 Visa shares in Q1 2026, an estimated $228K.
Wharton Business Group first reported a position in Visa in Q4 2019 and held it in 14 quarters.
Wharton Business Group's Visa position peaked at $320K in Q4 2020.
4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.