V — VISA, INC. COMMON STOCK

Ownership history in APPLETON PARTNERS INC/MA  ·  70 quarters on record

This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in VISA, INC. COMMON STOCK (V). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.41% (2013 Q1)
Avg. % of fund
2.47%
First filed
2008 Q3
Last filed
2025 Q4
Quarters held
70
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 80,275 +209 +0.3% 1.85% $28.2M $349.99
2025 Q3 REDUCED 80,066 -4,444 -5.3% 1.83% $27.3M $340.00
2025 Q2 REDUCED 84,510 -2,459 -2.8% 2.12% $30.0M $353.00
2025 Q1 REDUCED 86,969 -2,402 -2.7% 2.36% $30.5M $347.86
66 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    V price (monthly, adj. close)

Other funds also holding V

As of 2025 Q4 — sorted by position size

Hengistbury Investment Partners LLP 3Y 7Y 50.05% Alfreton Capital LLP 3Y 36.9% 14B Captial Management LP 19.53% Troy Asset Management Ltd 3Y 7Y 19.51% Immersion Capital LLP 3Y 7Y 18.61% TCI Fund Management Ltd 3Y 7Y 18.12% Charles-Lim Capital Ltd 3Y 7Y 14.27% Egerton Capital (UK) LLP 3Y 7Y 12.47% Barrier Capital Management, LLC 3Y 11.36% GCQ FUNDS MANAGEMENT PTY Ltd 11.22%
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