Williams & Novak’s Visa V Stock Holding History

Williams & Novak’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	-1,377	Closed	-$483K	–	160
2025 Q4	$483K	Sell	1,377 -582	-30%	-$198K	0.36%	64
2025 Q3	$669K	Sell	1,959 -50	-2%	-$17.3K	0.51%	51
2025 Q2	$713K	Buy	+2,009	New	+$700K	0.61%	47

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Williams & Novak's V Position: Q1 2026 in Review

Williams & Novak sold out of Visa (V) in Q1 2026, closing a stake of 1,377 shares — an estimated $483K sold.

Williams & Novak first reported a position in V in Q2 2025 and held it in 3 quarters. The position peaked at $713K in Q2 2025. 4,468 funds tracked by Wall St. Rank hold V as of Q1 2026.

Williams & Novak reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Williams & Novak sold 1,377 Visa shares in Q1 2026, an estimated $483K.
Williams & Novak first reported a position in Visa in Q2 2025 and held it in 3 quarters.
Williams & Novak's Visa position peaked at $713K in Q2 2025.
4,468 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Williams & Novak's 13F filing for Q1 2026, filed 21 Apr 2026.