V — VISA INC

Ownership history in CIC Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which CIC Wealth, LLC reported a position in VISA INC (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
1.85% (2022 Q4)
Avg. % of fund
1.65%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 19,595 +247 +1.3% 1.39% $5.4M $271.93
2024 Q2 REDUCED 19,348 -296 -1.5% 1.40% $5.1M $259.07
2024 Q1 REDUCED 19,644 -532 -2.6% 1.59% $5.5M $274.96
2023 Q4 REDUCED 20,176 -696 -3.3% 1.67% $5.3M $256.02
4 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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