Position history for EP Wealth Advisors, LLC's holdings in VISA INC
EP Wealth Advisors, LLC holds 321,164 shares of V (VISA INC), worth $97.1M as of 2026-Q1. The position was increased (+12.2% shares). V represents 0.5% of EP Wealth Advisors, LLC's portfolio.
Current Value
$97.1M
Current Shares
321,164
Total Value Change
+$37M
Total Shares Change
+92,294
Other major holders of V: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 321,164 |
+12.2% |
| $97.1M |
| 0.5% |
| $320.83 |
40 |
| 2025-Q4 | Increased | 286,135 | +2.2% | $100.4M | 0.5% | $352.89 | 43 |
| 2025-Q2 | Increased | 279,884 | +13.8% | $99.4M | 0.7% | $346.60 | 48 |
| 2025-Q1 | Increased | 246,003 | +6.6% | $86.2M | 0.7% | $340.30 | 45 |
| 2024-Q4 | Decreased | 230,691 | -6.3% | $72.9M | 0.6% | $312.44 | 0 |
| 2024-Q3 | Increased | 246,217 | +7.6% | $67.7M | 0.6% | $272.15 | 45 |
| 2024-Q2 | Increased | 228,870 | +8.2% | $60.1M | 0.6% | $259.07 | 45 |