Form 13-F position report

VISA INC CLASS A COM

Reported by HCR Wealth Advisors

V CUSIP 92826C839 Manager CIK 0001697715

Reported 32,123 shares, down 312 (1.0%) from the prior quarter.

Reported value 9.8%; share count -1.0% vs. the prior quarter.

Reduced
% of reported 13F value 1.47% This manager · Q1 2025
Shares 32,123 Quarter-end amount reported
Reported value $11,257,848 Fair value at quarter end
Consecutive quarters held 34 Through Q1 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 7854000
2022-03-31 7847000
2022-06-30 6530000
2022-09-30 5779000
2022-12-31 6471417
2023-03-31 6869490
2023-06-30 7012782
2023-09-30 5954521
2023-12-31 8310061
2024-03-31 8863363
2024-06-30 8317331
2024-09-30 8882292
2024-12-31 10250977
2025-03-31 11257848
2025-06-30 11334416
2025-09-30 11612457
2025-12-31 11808848
2026-03-31 9967847
2026-06-30 11463423
2026-09-30 11828902

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for VISA INC CLASS A COM held by HCR Wealth Advisors.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Reduced 32,919 -493 (-1.5%) 0.93% $11,828,902 2026-10-15
Q2 2026 Added 33,412 +433 (1.3%) 1.03% $11,463,423 2026-07-13
Q1 2026 Reduced 32,979 -692 (-2.1%) 1.03% $9,967,847 2026-04-21
Q4 2025 Added 33,671 +105 (0.3%) 1.17% $11,808,848 2026-01-27
Q3 2025 Added 33,566 +1,643 (5.1%) 1.2% $11,612,457 2025-10-03
Q2 2025 Reduced 31,923 -200 (-0.6%) 1.33% $11,334,416 2025-07-17
Q1 2025 Reduced 32,123 -312 (-1.0%) 1.47% $11,257,848 2025-04-21
Q4 2024 Added 32,435 +130 (0.4%) 1.28% $10,250,977 2025-01-14
Q3 2024 Added 32,305 +617 (1.9%) 1.16% $8,882,292 2024-10-10
Q2 2024 Reduced 31,688 -71 (-0.2%) 1.19% $8,317,331 2024-08-07
Q1 2024 Reduced 31,759 -159 (-0.5%) 1.34% $8,863,363 2024-05-10
Q4 2023 Added 31,918 +6,030 (23.3%) 1.31% $8,310,061 2024-02-09
Q3 2023 Reduced 25,888 -3,642 (-12.3%) 1.31% $5,954,521 2023-10-20
Q2 2023 Reduced 29,530 -939 (-3.1%) 1.3% $7,012,782 2023-08-10
Q1 2023 Reduced 30,469 -680 (-2.2%) 1.36% $6,869,490 2023-05-12
Q4 2022 Reduced 31,149 -1,381 (-4.2%) 1.36% $6,471,417 2023-02-13
Q3 2022 Reduced 32,530 -636 (-1.9%) 1.23% $5,779,000 2022-11-07
Q2 2022 Reduced 33,166 -2,217 (-6.3%) 1.31% $6,530,000 2022-08-12
Q1 2022 Reduced 35,383 -860 (-2.4%) 1.28% $7,847,000 2022-05-05
Q4 2021 Reduced 36,243 -541 (-1.5%) 1.22% $7,854,000 2022-02-04
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

4444 managers reported VISA INC CLASS A COM for Q1 2025.

Managers reporting VISA INC CLASS A COM in Q1 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 161,082,431 +1,677,088 1.02% $56,452,948,767 48 qtrs
BlackRock Inc Added 144,327,908 +6,992,381 1.06% $50,581,158,728 3 qtrs
STATE STREET CORPORATION Added 82,751,888 +1,499,201 1.2% $29,001,226,668 48 qtrs
FMR LLC Added 57,172,638 +1,695,229 1.28% $20,036,722,842 48 qtrs
MORGAN STANLEY Reduced 50,513,965 -113,364 1.27% $17,703,125,807 48 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 42,685,931 -266,889 1.84% $14,959,712,000 48 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 42,029,171 +1,683,995 1.16% $14,694,615,858 48 qtrs
JPMorgan Chase & Co Added 26,631,682 +14,002,751 0.68% $9,333,339,724 48 qtrs
Bank of America Corporation Added 24,788,936 +1,653,030 0.7% $8,687,530,644 48 qtrs
Capital World Investors Added 23,402,957 +125,335 1.33% $8,201,277,242 48 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2025
Filed
April 21, 2025
Filing type
13F-HR
Position type
Common Stock

Voting authority reported

Sole
32,123
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.