Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Visa Inc. (V)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,445,760 5.11 Reduce 27.54% 1.39 $302.24 $739,206,345 SEC
2025   Q4 3,375,342 5.06 Reduce 22.23% 1.07 $350.71 $1,183,766,189 SEC
2025   Q3 4,340,224 4.81 Reduce 22.65% 1.38 $341.38 $1,481,665,609 SEC
2025   Q2 5,611,098 6.11 Reduce 6.85% 0.45 $355.05 $1,992,220,328 SEC
2025   Q1 6,023,710 6.63 Reduce 8.44% 0.47 $350.46 $2,111,069,470 SEC
2024   Q4 6,578,733 5.62 Reduce 9.36% 0.48 $316.04 $2,079,142,753 SEC
2024   Q3 7,257,741 5.15 Reduce 9.25% 0.49 $274.95 $1,995,515,879 SEC
2024   Q2 7,997,622 5.27 Reduce 4.71% 0.25 $262.47 $2,099,135,812 SEC
2024   Q1 8,392,490 5.41 Add 15.10% 0.71 $279.08 $2,342,176,136 SEC
2023   Q4 7,291,781 4.58 Reduce 3.66% 0.17 $260.37 $1,898,561,003 SEC
2023   Q3 7,569,168 4.58 Reduce 3.66% 0.17 $230.01 $1,740,984,299 SEC
2023   Q2 7,856,523 4.63 Reduce 2.64% 0.13 $237.48 $1,865,766,973 SEC
2023   Q1 8,069,329 4.80 Reduce 6.76% 0.36 $225.46 $1,819,311,007 SEC
2022   Q4 8,654,720 5.25 Reduce 14.86% 0.75 $207.76 $1,798,104,638 SEC
2022   Q3 10,165,168 5.06 Reduce 18.54% 1.20 $177.65 $1,805,842,000 SEC
2022   Q2 12,478,536 6.49 Reduce 3.96% 0.22 $196.89 $2,456,899,000 SEC
2022   Q1 12,993,382 5.63 Add 13.05% 0.65 $221.77 $2,881,542,000 SEC
2021   Q4 11,493,290 4.18 Add 5.35% 0.21 $216.71 $2,490,711,000 SEC
2021   Q3 10,910,106 4.46 Add 6.17% 0.26 $222.75 $2,430,226,000 SEC
2021   Q2 10,275,816 4.61 Add 4.57% 0.20 $233.82 $2,402,691,000 SEC
2021   Q1 9,826,837 4.69 Add 2.27% 0.10 $211.73 $2,080,636,000 SEC
2020   Q4 9,608,745 4.89 Add 3.07% 0.15 $218.73 $2,101,721,000 SEC
2020   Q3 9,322,902 5.00 Add 3.86% 0.19 $199.97 $1,864,301,000 SEC
2020   Q2 8,976,785 5.25 Add 10.20% 0.49 $193.17 $1,734,046,000 SEC
2020   Q1 8,145,906 5.70 Reduce 19.83% 1.49 $161.12 $1,312,468,000 SEC
2019   Q4 10,160,598 7.52 Add 2.81% 0.21 $187.90 $1,909,176,000 SEC
2019   Q3 9,883,293 7.83 Add 3.61% 0.27 $172.01 $1,700,025,000 SEC
2019   Q2 9,538,670 8.03 Add 4.62% 0.35 $173.55 $1,655,436,000 SEC
2019   Q1 9,117,862 7.44 Add 5.43% 0.38 $156.19 $1,424,119,000 SEC
2018   Q4 8,648,461 7.44 Add 3.04% 0.22 $131.94 $1,141,078,000 SEC
2018   Q3 8,393,660 7.17 Add 0.07% <0.01 $150.09 $1,259,804,000 SEC
2018   Q2 8,388,030 7.13 Add 1.30% 0.09 $132.45 $1,110,995,000 SEC
2018   Q1 8,280,586 7.03 Add 1.73% 0.12 $119.62 $990,524,000 SEC
2017   Q4 8,139,421 6.90 Add 1.18% 0.08 $114.02 $928,057,000 SEC
2017   Q3 8,044,351 6.82 Reduce 22.84% 1.95 $105.24 $846,587,000 SEC
2017   Q2 10,425,812 8.55 Add 7.70% 0.61 $93.78 $977,733,000 SEC
2017   Q1 9,680,500 8.01 Add 7.89% 0.59 $88.87 $860,306,000 SEC
2016   Q4 8,972,673 7.70 Add 7.83% 0.56 $78.02 $700,048,000 SEC
2016   Q3 8,320,846 8.20 Add 3.10% 0.25 $82.70 $688,134,000 SEC
2016   Q2 8,070,457 7.59 Add 11.35% 0.77 $74.17 $598,586,000 SEC
2016   Q1 7,247,829 7.61 Add 12.41% 0.84 $76.48 $554,314,000 SEC
2015   Q4 6,447,554 7.73 Add 10.15% 0.71 $77.55 $500,008,000 SEC
2015   Q3 5,853,523 7.47 Add 2.21% 0.16 $69.66 $407,756,000 SEC
2015   Q2 5,726,917 7.45 Reduce 2.21% 0.17 $67.15 $384,562,000 SEC
2015   Q1 5,856,593 7.47 Add 317.33% 5.68 $65.41 $383,080,000 SEC
2014   Q4 1,403,350 7.57 Reduce 2.04% 0.14 $262.20 $367,958,000 SEC
2014   Q3 1,432,587 6.87 Reduce 3.14% 0.21 $213.37 $305,671,000 SEC
2014   Q2 1,479,020 6.80 Reduce 4.89% 0.36 $210.71 $311,644,000 SEC
2014   Q1 1,555,054 7.26 Reduce 1.15% 0.09 $215.86 $335,674,000 SEC
2013   Q4 1,573,099 7.75 Reduce 3.95% 0.28 $222.68 $350,298,000 SEC
2013   Q3 1,637,735 7.21 Reduce 5.79% 0.46 $191.10 $312,971,000 SEC
2013   Q2 1,738,324 7.99 Buy 7.99 $182.75 $317,679,000 SEC