Polen Capital Management — V Trade History
Quarter-by-quarter changes in the VISA INC position · CUSIP 92826C839
Currently held · >10 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-04 | Reduce | 1,805,617 | -640,143 | -26.2% | $619.5M | 5.33% |
| 2026 Q1 | 2026-05-14 | Reduce | 2,445,760 | -929,582 | -27.5% | $739.2M | 5.11% |
| 2025 Q4 | 2026-02-12 | Reduce | 3,375,342 | -964,882 | -22.2% | $1.18B | 5.05% |
| 2025 Q3 | 2025-11-12 | Reduce | 4,340,224 | -1,270,874 | -22.6% | $1.48B | 4.81% |
| 2025 Q2 | 2025-08-13 | Reduce | 5,611,098 | -412,612 | -6.8% | $1.99B | 6.11% |
| 2025 Q1 | 2025-05-12 | Reduce | 6,023,710 | -1,234,031 | -17.0% | $2.11B | 6.63% |
| 2024 Q3 | 2025-02-10 | Add | 7,257,741 | 679,008 | +10.3% | $2.00B | 5.15% |
| 2024 Q4 | 2025-02-10 | Reduce | 6,578,733 | -1,418,889 | -17.7% | $2.08B | 5.62% |
| 2024 Q2 | 2024-08-12 | Add | 7,997,622 | 705,841 | +9.7% | $2.10B | 5.27% |
| 2023 Q4 | 2024-05-10 | Reduce | 7,291,781 | -1,100,709 | -13.1% | $1.90B | 4.58% |
| 2024 Q1 | 2024-05-10 | Add | 8,392,490 | 823,322 | +10.9% | $2.34B | 5.41% |
| 2023 Q3 | 2023-11-13 | Reduce | 7,569,168 | -287,355 | -3.7% | $1.74B | 4.58% |
| 2023 Q2 | 2023-08-11 | Reduce | 7,856,523 | -212,806 | -2.6% | $1.87B | 4.63% |
| 2023 Q1 | 2023-05-11 | Reduce | 8,069,329 | -585,391 | -6.8% | $1.82B | 4.80% |
| 2022 Q4 | 2023-02-13 | Reduce | 8,654,720 | -1,510,448 | -14.9% | $1.80B | 5.25% |
| 2022 Q3 | 2022-11-04 | Reduce | 10,165,168 | -2,313,368 | -18.5% | $1.81B | 5.05% |
| 2022 Q2 | 2022-08-10 | Reduce | 12,478,536 | -514,846 | -4.0% | $2.46B | 6.48% |
| 2022 Q1 | 2022-05-12 | Add | 12,993,382 | 1,500,092 | +13.1% | $2.88B | 5.62% |
| 2021 Q4 | 2022-02-11 | Add | 11,493,290 | 583,184 | +5.3% | $2.49B | 4.18% |
| 2021 Q3 | 2021-11-10 | Add | 10,910,106 | 634,290 | +6.2% | $2.43B | 4.46% |
| 2021 Q2 | 2021-08-12 | Add | 10,275,816 | 448,979 | +4.6% | $2.40B | 4.60% |
| 2021 Q1 | 2021-05-12 | Add | 9,826,837 | 218,092 | +2.3% | $2.08B | 4.68% |
| 2020 Q4 | 2021-02-11 | Add | 9,608,745 | 285,843 | +3.1% | $2.10B | 4.88% |
| 2020 Q3 | 2020-11-12 | Add | 9,322,902 | 346,117 | +3.9% | $1.86B | 4.99% |
| 2020 Q2 | 2020-08-13 | Add | 8,976,785 | 830,879 | +10.2% | $1.73B | 5.24% |
| 2020 Q1 | 2020-05-11 | Reduce | 8,145,906 | -2,014,692 | -19.8% | $1.31B | 5.69% |
| 2019 Q4 | 2020-02-06 | Add | 10,160,598 | 277,305 | +2.8% | $1.91B | 7.52% |
| 2019 Q3 | 2019-11-12 | Add | 9,883,293 | 344,623 | +3.6% | $1.70B | 7.83% |
| 2019 Q2 | 2019-08-12 | Add | 9,538,670 | 420,808 | +4.6% | $1.66B | 8.03% |
| 2019 Q1 | 2019-05-13 | Add | 9,117,862 | 469,401 | +5.4% | $1.42B | 7.44% |
| 2018 Q4 | 2019-02-12 | Add | 8,648,461 | 254,801 | +3.0% | $1.14B | 7.44% |
| 2018 Q3 | 2018-11-13 | Add | 8,393,660 | 5,630 | +0.1% | $1.26B | 7.17% |
| 2018 Q2 | 2018-08-09 | Add | 8,388,030 | 107,444 | +1.3% | $1.11B | 7.13% |
| 2018 Q1 | 2018-05-11 | Add | 8,280,586 | 141,165 | +1.7% | $990.5M | 7.03% |
| 2017 Q4 | 2018-02-09 | Add | 8,139,421 | 95,070 | +1.2% | $928.1M | 6.90% |
| 2017 Q3 | 2017-11-13 | Reduce | 8,044,351 | -2,381,461 | -22.8% | $846.6M | 6.82% |
| 2017 Q2 | 2017-08-10 | Add | 10,425,812 | 745,312 | +7.7% | $977.7M | 8.55% |
| 2017 Q1 | 2017-05-11 | Add | 9,680,500 | 707,827 | +7.9% | $860.3M | 8.01% |
| 2016 Q4 | 2017-02-13 | Add | 8,972,673 | 651,827 | +7.8% | $700.0M | 7.70% |
| 2016 Q3 | 2016-11-14 | New | 8,320,846 | 8,320,846 | — | $688.1M | 8.20% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.