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Wright Investors Service’s Visa V Stock Holding History

Wright Investors Service’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 		$4.15M Buy
13,731
+16
+0.1% +$5.14K 1.31% 21
2025
Q4 		$4.81M Sell
13,715
-1,567
-10% -$534K 1.44% 18
2025
Q3 		$5.22M Sell
15,282
-3,626
-19% -$1.25M 1.51% 14
2025
Q2 		$6.71M Sell
18,908
-1,855
-9% -$647K 2.03% 11
2025
Q1 		$7.28M Buy
20,763
+1,322
+7% +$447K 2.41% 8
2024
Q4 		$6.14M Sell
19,441
-3,230
-14% -$971K 2% 12
2024
Q3 		$6.23M Buy
22,671
+5,572
+33% +$1.51M 1.63% 15
2024
Q2 		$4.49M Buy
17,099
+258
+2% +$70.7K 1.18% 21
2024
Q1 		$4.7M Buy
16,841
+152
+0.9% +$42K 1.19% 25
2023
Q4 		$4.34M Buy
16,689
+707
+4% +$174K 1.22% 21
2023
Q3 		$3.68M Buy
15,982
+8,317
+109% +$2M 1.07% 30
2023
Q2 		$1.82M Buy
+7,665
New +$1.75M 0.51% 64
2022
Q3 		– Sell
-6,312
Closed -$1.24M – 155
2022
Q2 		$1.24M Buy
6,312
+5,368
+569% +$1.11M 0.36% 87
2022
Q1 		$209K Sell
944
-2,354
-71% -$509K 0.05% 152
2021
Q4 		$715K Sell
3,298
-1,998
-38% -$429K 0.18% 116
2021
Q3 		$1.18M Sell
5,296
-9,096
-63% -$2.13M 0.34% 87
2021
Q2 		$3.37M Buy
14,392
+2,526
+21% +$577K 0.91% 35
2021
Q1 		$2.51M Sell
11,866
-8,853
-43% -$1.86M 0.76% 42
2020
Q4 		$4.53M Sell
20,719
-8,294
-29% -$1.7M 1.56% 11
2020
Q3 		$5.8M Sell
29,013
-167
-0.6% -$33.4K 2.06% 8
2020
Q2 		$5.64M Buy
29,180
+1,218
+4% +$223K 2.16% 5
2020
Q1 		$4.5M Buy
27,962
+2,809
+11% +$529K 1.94% 12
2019
Q4 		$4.73M Sell
25,153
-1,359
-5% -$245K 1.62% 15
2019
Q3 		$4.56M Sell
26,512
-5,434
-17% -$968K 1.64% 15
2019
Q2 		$5.54M Sell
31,946
-3,594
-10% -$588K 2.11% 10
2019
Q1 		$5.55M Buy
35,540
+4,488
+14% +$647K 2.24% 11
2018
Q4 		$4.1M Buy
31,052
+8,502
+38% +$1.17M 1.76% 14
2018
Q3 		$3.38M Sell
22,550
-85
-0.4% -$12.1K 1.24% 25
2018
Q2 		$3M Sell
22,635
-3,116
-12% -$401K 1.19% 27
2018
Q1 		$3.08M Buy
25,751
+16,743
+186% +$2.03M 1.06% 28
2017
Q4 		$1.03M Sell
9,008
-43
-0.5% -$4.75K 0.34% 74
2017
Q3 		$953K Buy
9,051
+4,072
+82% +$413K 0.35% 82
2017
Q2 		$467K Sell
4,979
-150
-3% -$13.9K 0.18% 148
2017
Q1 		$456K Buy
5,129
+334
+7% +$28.7K 0.18% 155
2016
Q4 		$374K Sell
4,795
-3,450
-42% -$277K 0.16% 172
2016
Q3 		$682K Buy
8,245
+1,600
+24% +$128K 0.28% 109
2016
Q2 		$493K Hold
6,645
– – 0.2% 146
2016
Q1 		$508K Buy
6,645
+2,328
+54% +$169K 0.2% 152
2015
Q4 		$335K Sell
4,317
-1,680
-28% -$130K 0.12% 211
2015
Q3 		$418K Buy
+5,997
New +$428K 0.19% 154
2015
Q1 		– Sell
-3,400
Closed -$223K – 220
2014
Q4 		$223K Sell
3,400
-3,720
-52% -$224K 0.11% 201
2014
Q3 		$380K Sell
7,120
-2,220
-24% -$119K 0.19% 153
2014
Q2 		$492K Sell
9,340
-1,940
-17% -$101K 0.22% 139
2014
Q1 		$609K Buy
11,280
+6,060
+116% +$337K 0.27% 124
2013
Q4 		$291K Sell
5,220
-8,724
-63% -$440K 0.13% 186
2013
Q3 		$666K Sell
13,944
-280
-2% -$12.9K 0.3% 107
2013
Q2 		$650K Buy
+14,224
New +$622K 0.31% 105

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

Wright Investors Service's V Position: Q1 2026 in Review

Wright Investors Service increased its Visa (V) stake by 0.12% in Q1 2026, buying an estimated $5.14K and bringing the position to 13,731 shares worth $4.15M. The position accounts for 1.31% of the portfolio, ranked #21.

Wright Investors Service first reported a position in V in Q2 2013 and has held it in 47 quarters since. The position peaked at $7.28M in Q1 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Wright Investors Service held 13,731 shares of Visa worth $4.15M as of Q1 2026.
  • Wright Investors Service bought 16 Visa shares in Q1 2026, an estimated $5.14K.
  • Visa made up 1.31% of Wright Investors Service's portfolio in Q1 2026, its #21 holding.
  • Wright Investors Service first reported a position in Visa in Q2 2013 and has held it in 47 quarters since.
  • Wright Investors Service's Visa position peaked at $7.28M in Q1 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.