GRIMES & Co WEALTH MANAGEMENT, LLC V — Visa Inc.

Ownership history in GRIMES & Co WEALTH MANAGEMENT, LLC  ·  36 quarters on record

AI Ownership Summary

GRIMES & Co WEALTH MANAGEMENT, LLC reported Visa Inc. (V) in 36 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.57% in 2025 Q1. The latest visible filing shows V at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GRIMES & Co WEALTH MANAGEMENT, LLC's position in Visa Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

V was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

V stock page GRIMES & Co WEALTH MANAGEMENT, LLC fund profile GRIMES & Co WEALTH MANAGEMENT, LLC full holdings
How GRIMES & Co WEALTH MANAGEMENT, LLC held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 52,035 -349 -0.7% 0.44% $15.7M 2026-04-21 $309.30
2025 Q4 REDUCED — — — 52,384 -369 -0.7% 0.44% $18.4M 2026-02-03 $327.57
2025 Q3 ADDED — — — 52,753 +765 +1.5% 0.44% $18.0M 2025-10-27 $345.70
2025 Q2 REDUCED — — — 51,988 -605 -1.2% 0.50% $18.5M 2025-07-22 $349.10
2025 Q1 REDUCED 6.0% +1.5% ❌ 52,593 -3,369 -6.0% 0.57% $18.4M 2025-04-17 $326.48
2024 Q4 REDUCED — — — 55,962 -49 -0.1% 0.51% $17.7M 2025-01-21 $320.02
2024 Q3 REDUCED 16.1% +14.9% ❌ 56,011 -10,759 -16.1% 0.42% $15.4M 2024-10-22 $281.08
2024 Q2 ADDED — — — 66,770 +439 +0.7% 0.52% $17.5M 2024-07-22 $263.70
2024 Q1 ADDED — — — 66,331 +1,336 +2.1% 0.57% $18.5M 2024-04-17 $268.10
2023 Q4 ADDED — — — 64,995 +1,099 +1.7% 0.56% $16.9M 2024-01-24 $266.58
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hengistbury Investment Partners LLP 3Y 7Y 62.32% Alfreton Capital LLP 3Y 32.97% TCI Fund Management Ltd 3Y 7Y 20.39% Hingham Institution for Savings 17.4% Troy Asset Management Ltd 3Y 7Y 14.71% Egerton Capital (UK) LLP 3Y 7Y 13.79% Immersion Capital LLP 3Y 7Y 12.68% GCQ FUNDS MANAGEMENT PTY Ltd 12.34% Blacksheep Fund Management Ltd 3Y 12.31% ValueAct Holdings, L.P. 3Y 7Y 12.26%

FAQ About GRIMES & Co WEALTH MANAGEMENT, LLC and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has GRIMES & Co WEALTH MANAGEMENT, LLC reported owning V?

GRIMES & Co WEALTH MANAGEMENT, LLC reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in GRIMES & Co WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for V was 0.57% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when GRIMES & Co WEALTH MANAGEMENT, LLC reported 52,035 shares, equal to 0.44% of portfolio, with an estimated market value of $15.7M.

What does the chart on this V ownership page compare?

The chart compares GRIMES & Co WEALTH MANAGEMENT, LLC's quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GRIMES & Co WEALTH MANAGEMENT, LLC time their V position?

Based on 13F filing dates vs. subsequent V price moves, GRIMES & Co WEALTH MANAGEMENT, LLC correctly timed 21 out of 34 reported position changes (62%). The annualised alpha on V relative to SPY over the holding period was -0.6%.

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