V — VISA INC

Ownership history in Peterson Wealth Services  ·  17 quarters on record

This page tracks every 13F SEC filing in which Peterson Wealth Services 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
3.33% (2023 Q3)
Avg. % of fund
2.12%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 21,765 -15,232 -41.2% 1.95% $7.6M $349.99
2025 Q3 ADDED 36,997 +14,778 +66.5% 1.82% $7.4M $340.00
2025 Q2 ADDED 22,219 +100 +0.5% 2.16% $7.9M $353.00
2025 Q1 ADDED 22,119 +252 +1.2% 2.40% $7.8M $347.86
13 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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