HAZLETT, BURT & WATSON, INC. V VISA INC

Ownership history in HAZLETT, BURT & WATSON, INC.  ·  17 quarters on record

AI Ownership Summary

HAZLETT, BURT & WATSON, INC. reported VISA INC (V) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.87% in 2025 Q1. The latest visible filing shows V at 0.59% 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 HAZLETT, BURT & WATSON, INC.'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 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% 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.

How HAZLETT, BURT & WATSON, INC. 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 ADDED 6,216 +129 +2.1% 0.59% $2K 2026-05-14 $322.52
2025 Q4 ADDED 6,087 +188 +3.2% 0.68% $2.1M 2026-02-10 $327.49
2025 Q3 ADDED 5,899 +240 +4.2% 0.71% $2.0M 2025-11-04 $338.23
2025 Q2 ADDED 5,659 +155 +2.8% 0.82% $2.0M 2025-07-25 $354.24
2025 Q1 ADDED 5,504 +77 +1.4% 0.87% $1.9M 2025-05-05 $345.33
2024 Q4 ADDED 5,427 +475 +9.6% 0.76% $1.7M 2025-02-12 $348.16
2024 Q3 ADDED 4,952 +101 +2.1% 0.63% $1.4M 2024-10-30 $286.38
2024 Q2 ADDED 4,851 +116 +2.4% 0.66% $1.3M 2024-08-07 $252.67
2024 Q1 ADDED 4,735 +259 +5.8% 0.79% $1.3M 2024-04-29 $267.27
2023 Q4 REDUCED 4,476 -78 -1.7% 0.79% $1.2M 2024-01-25 $267.53
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HAZLETT, BURT & WATSON, INC. and V

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

How long has HAZLETT, BURT & WATSON, INC. reported owning V?

HAZLETT, BURT & WATSON, INC. reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in HAZLETT, BURT & WATSON, INC.'s portfolio?

The largest reported portfolio weight for V was 0.87% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when HAZLETT, BURT & WATSON, INC. reported 6,216 shares, equal to 0.59% of portfolio, with an estimated market value of $2K.

What does the chart on this V ownership page compare?

The chart compares HAZLETT, BURT & WATSON, INC.'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 HAZLETT, BURT & WATSON, INC. time their V position?

Based on 13F filing dates vs. subsequent V price moves, HAZLETT, BURT & WATSON, INC. correctly timed 10 out of 16 reported position changes (62%). The annualised alpha on V relative to SPY over the holding period was -4.0%.

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