ZIG
V icon

Zullo Investment Group’s Visa V Stock Holding History

Zullo Investment 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 		$2.21M Sell
7,308
-21
-0.3% -$6.75K 0.84% 28
2025
Q4 		$2.57M Sell
7,329
-28
-0.4% -$9.54K 0.94% 22
2025
Q3 		$2.51M Buy
7,357
+23
+0.3% +$7.96K 0.93% 23
2025
Q2 		$2.6M Sell
7,334
-22
-0.3% -$7.67K 1.06% 17
2025
Q1 		$2.58M Buy
7,356
+93
+1% +$31.5K 1.11% 21
2024
Q4 		$2.3M Buy
7,263
+39
+0.5% +$11.7K 0.93% 24
2024
Q3 		$1.99M Buy
7,224
+73
+1% +$19.7K 0.82% 31
2024
Q2 		$1.88M Buy
7,151
+56
+0.8% +$15.3K 0.82% 30
2024
Q1 		$1.98M Buy
7,095
+32
+0.5% +$8.84K 0.93% 25
2023
Q4 		$1.84M Buy
7,063
+66
+0.9% +$16.3K 0.94% 26
2023
Q3 		$1.61M Buy
6,997
+122
+2% +$29.3K 0.94% 28
2023
Q2 		$1.63M Buy
6,875
+50
+0.7% +$11.4K 0.93% 28
2023
Q1 		$1.54M Buy
6,825
+257
+4% +$57.2K 0.96% 26
2022
Q4 		$1.36M Buy
6,568
+239
+4% +$48.2K 0.84% 28
2022
Q3 		$1.12M Buy
6,329
+42
+0.7% +$8.55K 0.73% 33
2022
Q2 		$1.24M Sell
6,287
-40
-0.6% -$8.27K 0.77% 29
2022
Q1 		$1.4M Sell
6,327
-583
-8% -$126K 0.73% 27
2021
Q4 		$1.5M Buy
+6,910
New +$1.48M 0.77% 23

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

Zullo Investment Group's V Position: Q1 2026 in Review

Zullo Investment Group reduced its Visa (V) stake by 0.29% in Q1 2026, selling an estimated $6.75K and leaving 7,308 shares worth $2.21M. The position accounts for 0.84% of the portfolio, ranked #28.

Zullo Investment Group first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.6M in Q2 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Zullo Investment Group held 7,308 shares of Visa worth $2.21M as of Q1 2026.
  • Zullo Investment Group sold 21 Visa shares in Q1 2026, an estimated $6.75K.
  • Visa made up 0.84% of Zullo Investment Group's portfolio in Q1 2026, its #28 holding.
  • Zullo Investment Group first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Zullo Investment Group's Visa position peaked at $2.6M in Q2 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.