David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Visa Inc. (V)
← All V superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 83,010 5.18 Reduce 4.75% 0.27 $294.32–358.62 · VW $320.78i $25,088,996 SEC
2025   Q4 87,151 5.71 Reduce 2.21% 0.12 $318.00–356.73 · VW $340.10i $30,564,667 SEC
2025   Q3 89,120 5.55 Add 4.11% 0.22 $328.70–359.66 · VW $345.66i $30,423,956 SEC
2025   Q2 85,603 5.69 Reduce 4.55% 0.29 $299.00–375.51 · VW $347.18i $29,289,143 SEC
2025   Q1 89,688 6.44 Reduce 26.00% 1.96 $303.84–366.54 · VW $345.43i $31,970,169 SEC
2024   Q4 121,199 7.54 Reduce 4.29% 0.31 $273.24–321.62 · VW $302.47i $38,303,600 SEC
2024   Q3 126,638 7.12 Reduce 1.34% 0.09 $252.70–293.07 · VW $270.64i $39,191,977 SEC
2024   Q2 128,358 6.81 Reduce 2.32% 0.17 $261.25–283.00 · VW $271.58i $33,358,890 SEC
2024   Q1 131,401 7.40 Reduce 1.37% 0.11 $256.86–290.96 · VW $277.41i $36,989,456 SEC
2023   Q4 133,223 7.73 Add 12.10% 0.83 $227.78–263.25 · VW $247.14i $36,744,187 SEC
2023   Q3 118,841 6.54 Reduce 32.73% 2.21 $227.68–250.06 · VW $238.49i $27,334,708 SEC
2023   Q2 176,665 6.76 Reduce 5.56% 0.40 $216.14–238.28 · VW $229.20i $41,954,000 SEC
2023   Q1 187,058 7.15 Reduce 1.59% 0.12 $206.16–234.30 · VW $222.19i $42,173,000 SEC
2022   Q4 190,076 7.25 Reduce 0.60% 0.04 $174.60–219.98 · VW $205.36i $39,489,000 SEC
2022   Q3 191,229 6.39 Reduce 2.70% 0.18 $174.83–218.07 · VW $199.21i $33,971,000 SEC
2022   Q2 196,545 6.68 Reduce 10.04% 0.69 $185.91–229.24 · VW $207.05i $38,697,000 SEC
2022   Q1 218,479 6.83 Add 5.31% 0.34 $186.67–235.85 · VW $215.62i $48,451,000 SEC
2021   Q4 207,467 5.97 Add 49.09% 1.97 $190.10–236.96 · VW $208.63i $44,960,000 SEC
2021   Q3 139,152 4.37 Reduce 0.99% 0.05 $216.31–252.67 · VW $234.17i $30,996,000 SEC
2021   Q2 140,546 4.76 Reduce 4.31% 0.21 $212.30–238.48 · VW $229.57i $32,862,000 SEC
2021   Q1 146,874 4.79 Reduce 26.64% 1.73 $192.81–228.23 · VW $209.20i $31,096,000 SEC
2020   Q4 200,214 6.51 Reduce 5.63% 0.38 $179.23–220.39 · VW $202.83i $43,792,000 SEC
2020   Q3 212,149 6.71 Reduce 5.18% 0.38 $187.18–217.35 · VW $200.76i $42,422,000 SEC
2020   Q2 223,728 7.32 Reduce 7.38% 0.54 $150.60–202.18 · VW $182.73i $43,216,000 SEC
2020   Q1 241,559 7.38 Reduce 40.40% 3.12 $133.93–214.17 · VW $177.94i $38,919,000 SEC
2019   Q4 405,281 7.72 Reduce 29.14% 2.54 $168.59–189.89 · VW $181.03i $76,151,000 SEC
2019   Q3 571,932 8.72 Reduce 5.87% 0.52 $166.98–187.05 · VW $177.28i $98,377,000 SEC
2019   Q2 607,588 8.93 Reduce 12.45% 0.98 $156.32–174.94 · VW $164.07i $105,446,000 SEC
2019   Q1 693,978 7.91 Reduce 21.43% 1.66 $127.88–156.82 · VW $143.81i $108,392,000 SEC
2018   Q4 883,306 7.73 Reduce 10.00% 0.74 $121.60–151.56 · VW $137.20i $116,542,000 SEC
2018   Q3 981,440 7.38 Reduce 9.47% 0.69 $131.15–150.64 · VW $142.69i $147,303,000 SEC
2018   Q2 1,084,090 7.25 Reduce 12.47% 0.85 $116.71–136.69 · VW $128.62i $143,587,000 SEC
2018   Q1 1,238,485 6.81 Reduce 12.91% 0.85 $111.02–126.88 · VW $120.64i $148,146,000 SEC
2017   Q4 1,422,095 6.56 Reduce 22.66% 1.50 $104.90–114.92 · VW $110.57i $162,146,000 SEC
2017   Q3 1,838,646 6.60 Reduce 17.47% 1.12 $93.19–106.84 · VW $101.60i $193,497,000 SEC
2017   Q2 2,227,827 6.40 Reduce 22.29% 1.46 $88.13–96.60 · VW $93.14i $208,924,000 SEC
2017   Q1 2,867,005 6.56 Reduce 11.88% 0.74 $78.49–92.05 · VW $85.94i $254,789,000 SEC
2016   Q4 3,253,380 6.20 Add 1.45% 0.09 $75.17–83.96 · VW $79.70i $253,827,000 SEC
2016   Q3 3,206,909 5.56 Add 7.22% 0.37 $73.83–83.79 · VW $79.96i $265,211,000 SEC
2016   Q2 2,990,879 4.50 Reduce 2.90% 0.12 $73.25–81.73 · VW $77.49i $221,833,000 SEC
2016   Q1 3,080,283 4.27 Reduce 3.55% 0.15 $66.12–77.00 · VW $72.89i $235,580,000 SEC
2015   Q4 3,193,704 4.26 Reduce 15.49% 0.62 $68.36–81.01 · VW $77.04i $247,671,000 SEC
2015   Q3 3,778,889 4.01 Reduce 12.02% 0.49 $60.00–76.92 · VW $70.54i $263,237,000 SEC
2015   Q2 4,295,301 4.07 Reduce 2.75% 0.11 $64.35–70.69 · VW $67.60i $288,429,000 SEC
2015   Q1 4,416,811 4.12 Reduce 0.95% 0.04 $61.29–69.66 · VW $65.64i $288,903,000 SEC
2014   Q4 4,459,268 4.15 Add 10.17% 0.38 $48.80–67.33 · VW $60.83i $292,305,000 SEC
2014   Q3 4,047,732 3.67 Add 6.78% 0.23 $52.05–56.19 · VW $53.54i $215,916,000 SEC
2014   Q2 3,790,812 3.65 Add 55.23% 1.30 $48.71–54.54 · VW $52.09i $199,690,000 SEC
2014   Q1 2,442,032 2.52 Reduce 32.15% 1.39 $52.63–58.88 · VW $55.30i $131,784,000 SEC
2013   Q4 3,599,240 4.33 Add 4.27% 0.18 $45.03–55.68 · VW $50.93i $200,370,000 SEC
2013   Q3 3,451,764 4.12 Add 9.56% 0.36 $42.75–50.22 · VW $45.50i $164,908,000 SEC
2013   Q2 3,150,588 5.43 Add 12.85% 0.62 $40.32–46.31 · VW $43.76i $143,942,000 SEC
2013   Q1 2,791,928 7.52 Add 27.69% 1.63 $38.48–42.74 · VW $40.16i $118,545,000 SEC
2012   Q4 2,186,536 7.39 Add 3.95% 0.28 $33.72–38.13 · VW $36.24i $82,859,000 SEC
2012   Q3 2,103,472 8.69 Add 9.97% 0.79 $29.77–34.16 · VW $32.33i $70,614,000 SEC
2012   Q2 1,912,684 8.50 Reduce 19.89% 2.10 $27.99–31.34 · VW $29.85i $59,116,000 SEC
2012   Q1 2,387,700 10.54 Add 5.37% 0.54 $24.58–30.17 · VW $27.47i $70,437,000 SEC
2011   Q4 2,265,924 12.15 Add 5.11% 0.59 $20.43–25.86 · VW $23.60i $57,515,000 SEC
2011   Q3 2,155,828 9.18 Reduce 20.04% 1.81 $19.03–23.69 · VW $21.52i $46,199,000 SEC
2011   Q2 2,696,208 9.03 Add 5.76% 0.49 $18.28–21.84 · VW $20.01i $56,620,000 SEC
2011   Q1 2,549,304 8.02 Add 16.03% 1.11 $16.88–19.27 · VW $18.07i $46,919,000 SEC
2010   Q4 2,197,172 7.10 Add 4.32% 0.29 $16.63–20.44 · VW $18.64i $38,659,000 SEC
2010   Q3 2,106,248 8.30 Add 47.84% 2.68 $16.23–19.45 · VW $17.98i $39,102,000 SEC
2010   Q2 1,424,648 6.40 Add 47.49% 2.06 $17.07–24.30 · VW $19.65i $25,198,000 SEC
2010   Q1 965,900 5.46 Reduce 2.97% 0.19 $20.14–23.41 · VW $21.61i $21,981,000 SEC
2009   Q4 995,500 6.36 Add 47.11% 2.04 $16.64–22.42 · VW $20.01i $21,766,000 SEC
2009   Q3 676,696 3.72 Add 21.78% 0.66 $14.50–18.75 · VW $16.90i $11,691,000 SEC
2009   Q2 555,676 3.38 Add 0.61% 0.02 $13.41–17.81 · VW $16.07i $8,649,000 SEC
2009   Q1 552,304 3.48 Add 12.70% 0.39 $10.44–14.49 · VW $13.18i $7,677,000 SEC
2008   Q4 490,080 3.29 Buy 3.29 $10.89–15.53 · VW $13.25i $6,426,000 SEC
Price snapshot:
Current price$357.75
Avg. buy price$134.28
+/- since buy166.41%
52-week low$293.28
52-week high$365.02