Evelyn Partners Investment Management »

Visa shares owned by Evelyn Partners Investment Management

Quarter-by-quarter ownership of Visa (V) shares owned by Evelyn Partners Investment Management from 13F filings

Historical chart of Evelyn Partners Investment Management investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Evelyn Partners Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Visa by Evelyn Partners Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 9.5k 341.38
2025-06-30 $3.4M 9.7k 355.05
2025-03-31 $3.6M 10k 355.51

More positions owned by Evelyn Partners Investment Management

CRH Ord (CRH)
First Tr Exchange-traded Wtr Etf (FIW)
Spdr Gold Tr Gold Shs (GLD)
Ishares Msci World Etf (URTH)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust S&p Divid Etf (SDY)
Alphabet Cap Stk Cl A (GOOGL)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)

View all positions for Evelyn Partners Investment Management

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
FMR
Geode Capital Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
UBS Group

View all funds holding Visa