1858 Wealth Management’s Visa V Stock Holding History

1858 Wealth Management’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.14M	Sell	3,335 -274	-8%	-$94.8K	0.8%	38
2025 Q2	$1.28M	Buy	3,609 +258	+8%	+$89.9K	0.95%	30
2025 Q1	$1.17M	Sell	3,351 -97	-3%	-$32.8K	0.99%	28
2024 Q4	$1.09M	Buy	3,448 +3	+0.1%	+$902	0.86%	32
2024 Q3	$947K	Sell	3,445 -2,360	-41%	-$638K	0.78%	33
2024 Q2	$1.52M	Buy	5,805 +984	+20%	+$270K	1.26%	26
2024 Q1	$1.26M	Hold	4,821	–	–	1.19%	24
2023 Q4	$1.26M	Buy	+4,821	New	+$1.19M	1.19%	24

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1858 Wealth Management's V Position: Q3 2025 in Review

1858 Wealth Management reduced its Visa (V) stake by 7.6% in Q3 2025, selling an estimated $94.8K and leaving 3,335 shares worth $1.14M. The position accounts for 0.8% of the portfolio, ranked #38.

1858 Wealth Management first reported a position in V in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.52M in Q2 2024. 4,309 funds tracked by Wall St. Rank hold V as of Q3 2025.

1858 Wealth Management held 3,335 shares of Visa worth $1.14M as of Q3 2025.
1858 Wealth Management sold 274 Visa shares in Q3 2025, an estimated $94.8K.
Visa made up 0.8% of 1858 Wealth Management's portfolio in Q3 2025, its #38 holding.
1858 Wealth Management first reported a position in Visa in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Visa position peaked at $1.52M in Q2 2024.
4,309 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.