Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionPaulson Wealth Management Inc.
Latest Disclosed Ownership4,057 shares
Latest Disclosed Value $ 1,226,194
Paulson Wealth Management Inc. reports 4.78% increase in ownership of V / Visa Inc.

On May 8, 2026 - Paulson Wealth Management Inc. filed a 13F-HR form disclosing ownership of 4,057 shares of Visa Inc. (MX:V) valued at $1,226,194 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 3,872 shares of Visa Inc.. This represents a change in shares of 4.78% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F VISA COM CL A 92826C839 4,057 185 4.78 1,226 -9.65 0.2874
2026-02-05 2025-12-31 13F VISA COM CL A 92826C839 3,872 -28 -0.72 1,358 1.95 0.3137
2025-11-03 2025-09-30 13F VISA COM CL A 92826C839 3,900 -163 -4.01 1,331 -7.70 0.3147
2025-08-06 2025-06-30 13F VISA COM CL A 92826C839 4,063 24 0.59 1,443 1.91 0.3735
2025-05-12 2025-03-31 13F VISA COM CL A 92826C839 4,039 -449 -10.00 1,416 -0.21 0.3985
2025-02-13 2024-12-31 13F VISA COM CL A 92826C839 4,488 -117 -2.54 1,418 12.01 0.3871
2024-11-05 2024-09-30 13F VISA COM CL A 92826C839 4,605 195 4.42 1,266 9.42 0.3388
2024-07-25 2024-06-30 13F VISA COM CL A 92826C839 4,410 -115 -2.54 1,157 -8.32 0.3378
2024-05-03 2024-03-31 13F VISA COM CL A 92826C839 4,525 24 0.53 1,263 7.77 0.3714
2024-02-13 2023-12-31 13F VISA COM CL A 92826C839 4,501 1,170 35.12 1,172 52.87 0.3755
2023-11-01 2023-09-30 13F VISA COM CL A 92826C839 3,331 -67 -1.97 766 -4.96 0.2679
2023-08-01 2023-06-30 13F VISA COM CL A 92826C839 3,398 1,022 43.01 807 50.65 0.2756
2023-05-09 2023-03-31 13F VISA COM CL A 92826C839 2,376 95 4.16 536 13.11 0.2382
2023-01-26 2022-12-31 13F VISA COM CL A 92826C839 2,281 -215 -8.61 474 6.77 0.2313
2022-11-03 2022-09-30 13F VISA COM CL A 92826C839 2,496 586 30.68 443 17.82 0.2385
2022-08-05 2022-06-30 13F VISA COM CL A 92826C839 1,910 279 17.11 376 3.87 0.1981
2022-05-02 2022-03-31 13F VISA COM CL A 92826C839 1,631 168 11.48 362 14.20 0.1651
2022-01-28 2021-12-31 13F VISA COM CL A 92826C839 1,463 -832 -36.25 317 -37.96 0.1416
2021-10-22 2021-09-30 13F VISA COM CL A 92826C839 2,295 -24 -1.03 511 -5.72 0.2428
2021-07-26 2021-06-30 13F VISA COM CL A 92826C839 2,319 -41 -1.74 542 1.50 0.2622
2021-04-30 2021-03-31 13F VISA COM CL A 92826C839 2,360 92 4.06 534 7.66 0.2653
2021-02-05 2020-12-31 13F VISA COM CL A 92826C839 2,268 347 18.06 496 29.17 0.2890
2020-10-14 2020-09-30 13F VISA COM CL A 92826C839 1,921 143 8.04 384 11.95 0.2480
2020-07-17 2020-06-30 13F VISA COM CL A 92826C839 1,778 554 45.26 343 68.97 0.2402
2020-04-29 2020-03-31 13F VISA COM CL A 92826C839 1,224 -182 -12.94 203 -29.51 0.1556
2020-01-21 2019-12-31 13F VISA COM CL A 92826C839 1,406 1,406 288 0.2035
2018-05-02 2018-03-31 13F VISA COM CL A 92826C839 0 -1,023 -100.00 0 -100.00
2018-02-28 2017-12-31 13F VISA COM CL A 92826C839 1,023 1,023 117 0.1027
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.