NORRIS PERNE & FRENCH LLP/MI V — VISA INC (V) COM

Ownership history in NORRIS PERNE & FRENCH LLP/MI  ·  41 quarters on record

AI Ownership Summary

NORRIS PERNE & FRENCH LLP/MI reported VISA INC (V) COM (V) in 41 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 3.49% in 2025 Q1. The latest visible filing shows V at 1.56% 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 NORRIS PERNE & FRENCH LLP/MI's position in VISA INC (V) COM, 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 1.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.49% 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
2024 Q1 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 NORRIS PERNE & FRENCH LLP/MI fund profile NORRIS PERNE & FRENCH LLP/MI full holdings
How NORRIS PERNE & FRENCH LLP/MI 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 41.3% +13.3% ❌ 77,386 -54,528 -41.3% 1.56% $23.4M 2026-04-22 $310.65
2025 Q4 REDUCED — — — 131,914 -966 -0.7% 3.05% $46.3M 2026-01-23 $324.84
2025 Q3 ADDED — — — 132,880 +526 +0.4% 3.14% $45.4M 2025-10-17 $339.81
2025 Q2 REDUCED — — — 132,354 -285 -0.2% 3.27% $47.0M 2025-07-17 $347.07
2025 Q1 REDUCED — — — 132,639 -2,168 -1.6% 3.49% $46.5M 2025-04-21 $317.06
2024 Q4 ADDED — — — 134,807 +9,804 +7.8% 3.07% $42.6M 2025-01-23 $324.55
2024 Q3 ADDED — — — 125,003 +1,299 +1.1% 2.36% $34.4M 2024-10-28 $280.49
2024 Q2 ADDED — — — 123,704 +950 +0.8% 2.35% $32.5M 2024-07-24 $250.36
2024 Q1 REDUCED — — — 122,754 -10 -0.0% 2.46% $34.3M 2024-04-16 $266.79
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q2 — sorted by position size

Positano Wealth Management Ltd 10.66% Crown Oak Advisors, LLC 10.41% Luma Capital S.A. - SPF 10.4% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 9.62% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 9.14% HENDLEY & CO INC 3Y 7Y 8.26% THREADGILL FINANCIAL, LLC 3Y 7.28% Ninety One North America, Inc. 3Y 7Y 6.89% LDIC Inc. 6.3% WORMSER FRERES GESTION 6.28%

FAQ About NORRIS PERNE & FRENCH LLP/MI and V

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

How long has NORRIS PERNE & FRENCH LLP/MI reported owning V?

NORRIS PERNE & FRENCH LLP/MI reported V across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported V position in NORRIS PERNE & FRENCH LLP/MI's portfolio?

The largest reported portfolio weight for V was 3.49% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when NORRIS PERNE & FRENCH LLP/MI reported 77,386 shares, equal to 1.56% of portfolio, with an estimated market value of $23.4M.

What does the chart on this V ownership page compare?

The chart compares NORRIS PERNE & FRENCH LLP/MI'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 NORRIS PERNE & FRENCH LLP/MI time their V position?

Based on 13F filing dates vs. subsequent V price moves, NORRIS PERNE & FRENCH LLP/MI correctly timed 20 out of 40 reported position changes (50%). The annualised alpha on V relative to SPY over the holding period was +1.1%.

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