ZI
V icon

ZEGA Investments’s Visa V Stock Holding History

ZEGA Investments’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 		$3.27M Buy
10,820
+3
+0% +$965 0.37% 37
2025
Q4 		$3.79M Buy
10,817
+401
+4% +$137K 0.45% 35
2025
Q3 		$3.56M Buy
10,416
+188
+2% +$65.1K 0.48% 33
2025
Q2 		$3.63M Sell
10,228
-103
-1% -$35.9K 0.5% 31
2025
Q1 		$3.62M Buy
10,331
+7,974
+338% +$2.7M 0.55% 28
2024
Q4 		$778K Buy
+2,357
New +$709K 0.2% 64

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

ZEGA Investments's V Position: Q1 2026 in Review

ZEGA Investments increased its Visa (V) stake by 0.03% in Q1 2026, buying an estimated $965 and bringing the position to 10,820 shares worth $3.27M. The position accounts for 0.37% of the portfolio, ranked #37.

ZEGA Investments first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.79M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • ZEGA Investments held 10,820 shares of Visa worth $3.27M as of Q1 2026.
  • ZEGA Investments bought 3 Visa shares in Q1 2026, an estimated $965.
  • Visa made up 0.37% of ZEGA Investments's portfolio in Q1 2026, its #37 holding.
  • ZEGA Investments first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • ZEGA Investments's Visa position peaked at $3.79M in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.