V — VISA INC

Ownership history in Segment Wealth Management, LLC  ·  43 quarters on record

This page tracks every 13F SEC filing in which Segment Wealth Management, LLC 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
1.56% (2025 Q1)
Avg. % of fund
1.08%
First filed
2016 Q3
Last filed
2025 Q4
Quarters held
43
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 64,554 +608 +1.0% 1.31% $22.6M $349.99
2025 Q3 REDUCED 63,946 -885 -1.4% 1.31% $21.8M $340.00
2025 Q2 REDUCED 64,831 -1,002 -1.5% 1.46% $23.0M $353.00
2025 Q1 ADDED 65,833 +316 +0.5% 1.56% $23.1M $347.86
39 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%
← Back to Segment Wealth Management, LLC Holdings