V β€” Visa Inc

Ownership history in J. Stern & Co. LLP  Β·  9 quarters on record

AI Ownership Summary

J. Stern & Co. LLP reported Visa Inc (V) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.69% in 2025 Q3. The latest visible filing shows V at 0.29% 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.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. Stern & Co. LLP'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
2025 Q4

V was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2025 Q3

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 2025 Q4

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 J. Stern & Co. LLP held V β€” position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 3,378,039 +3,351,223 +12497.1% 0.29% $3.4M 2026-02-14 (Est.) $314.08
2025 Q3 ADDED 26,816 +12,759 +90.8% 0.69% $9.2M 2025-11-14 $329.34
2025 Q2 ADDED 14,057 +589 +4.4% 0.42% $5.0M 2025-08-14 $344.10
2025 Q1 ADDED 13,468 +511 +3.9% 0.45% $4.7M 2025-05-14 $354.40
2024 Q4 REDUCED 12,957 -125 -1.0% 0.39% $4.1M 2025-02-14 $351.18
2024 Q3 ADDED 13,082 +2,235 +20.6% 0.38% $3.6M 2024-11-13 $306.67
2024 Q2 ADDED 10,847 +3,070 +39.5% 0.34% $2.8M 2024-08-14 $258.27
2024 Q1 ADDED 7,777 +267 +3.6% 0.27% $2.2M 2024-05-15 $277.34
2023 Q4 INITIATED 7,510 β€” β€” 0.37% $2.1M 2024-02-13 $271.73

FAQ About J. Stern & Co. LLP and V

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

How long has J. Stern & Co. LLP reported owning V?

J. Stern & Co. LLP reported V across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported V position in J. Stern & Co. LLP's portfolio?

The largest reported portfolio weight for V was 0.69% in 2025 Q3.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q4, when J. Stern & Co. LLP reported 3,378,039 shares, equal to 0.29% of portfolio, with an estimated market value of $3.4M.

What does the chart on this V ownership page compare?

The chart compares J. Stern & Co. LLP'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.

← Back to J. Stern & Co. LLP Holdings