Berkshire Hathaway completely divested its Visa holding during the first quarter, part of a wider portfolio cleanup after longtime manager Todd Combs departed for another firm. The sell-off included positions in Mastercard, Amazon, UnitedHealth and Domino’s, reflecting a realignment under new management priorities.

Visa reported both revenue and earnings above market forecasts for Q1 2026, driven by sustained transaction volume growth and broad merchant acceptance. Analysts note Visa’s stronger volume metrics and evolving strategic focus have positioned it ahead of competitors, highlighting divergent long-term growth trajectories.