Winthrop Capital Management’s Visa V Stock Holding History

Winthrop Capital Management’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	$1.52M	Buy	5,029 +195	+4%	+$62.7K	0.39%	53
2025 Q4	$1.7M	Sell	4,834 -466	-9%	-$159K	0.4%	53
2025 Q3	$1.81M	Buy	5,300 +218	+4%	+$75.5K	0.44%	46
2025 Q2	$1.8M	Sell	5,082 -181	-3%	-$63.1K	0.46%	47
2025 Q1	$1.84M	Buy	5,263 +158	+3%	+$53.5K	0.51%	44
2024 Q4	$1.61M	Buy	5,105 +291	+6%	+$87.5K	0.43%	50
2024 Q3	$1.32M	Sell	4,814 -127	-3%	-$34.3K	0.63%	29
2024 Q2	$1.3M	Buy	4,941 +36	+0.7%	+$9.87K	0.65%	30
2024 Q1	$1.37M	Buy	4,905 +41	+0.8%	+$11.3K	0.63%	30
2023 Q4	$1.27M	Buy	+4,864	New	+$1.2M	0.41%	49

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

Winthrop Capital Management's V Position: Q1 2026 in Review

Winthrop Capital Management increased its Visa (V) stake by 4% in Q1 2026, buying an estimated $62.7K and bringing the position to 5,029 shares worth $1.52M. The position accounts for 0.39% of the portfolio, ranked #53.

Winthrop Capital Management first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.84M in Q1 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

Winthrop Capital Management held 5,029 shares of Visa worth $1.52M as of Q1 2026.
Winthrop Capital Management bought 195 Visa shares in Q1 2026, an estimated $62.7K.
Visa made up 0.39% of Winthrop Capital Management's portfolio in Q1 2026, its #53 holding.
Winthrop Capital Management first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Winthrop Capital Management's Visa position peaked at $1.84M in Q1 2025.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.