SEC 13F Intelligence

Peterson Wealth Services / V

Peterson Wealth Services’s Visa Inc Position

Does Peterson Wealth Services own Visa Inc (V)? Yes22.1K shares worth $7M (+1.65% of its 13F portfolio) as of Q1 2026, up from 21.8K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
22.1K
% of Portfolio
+1.65%
Quarters Held
18
currently held

Position History V

Reported value by quarter
Q4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ1 ’24: $6MQ1 ’24Q2 ’24: $5MQ3 ’24: $6MQ4 ’24: $7MQ4 ’24Q1 ’25: $8MQ2 ’25: $8MQ3 ’25: $7MQ3 ’25Q4 ’25: $8MQ1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.1K$7M+1.65%
Q4 202521.8K$8M+1.95%
Q3 202537.0K$7M+1.82%
Q2 202522.2K$8M+2.16%
Q1 202522.1K$8M+2.40%
Q4 202421.9K$7M+2.07%
Q3 202421.5K$6M+1.89%
Q2 202420.2K$5M+1.85%
Q1 202419.9K$6M+2.03%
Q4 202319.9K$5M+2.22%
Q3 202319.3K$4M+3.33%
Q2 202318.7K$4M+2.13%
Q1 202318.0K$4M+2.09%
Q4 202216.5K$3M+1.97%
Q3 202216.1K$3M+2.03%
Q2 202215.6K$3M+2.21%
Q1 202214.9K$3M+2.03%
Q4 202112.5K$3M+1.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peterson Wealth Services’s full portfolio or all institutional holders of V.