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Abich Financial Wealth Management’s Visa V Stock Holding History

Abich Financial 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 		$23.9K Buy
+70
New +$24.2K 0.01% 383
2024
Q3 		$6.05K Sell
22
-128
-85% -$34.6K 0.01% 239
2024
Q2 		$39.3K Buy
150
+17
+13% +$4.66K 0.03% 178
2024
Q1 		$37.1K Buy
133
+46
+53% +$12.7K 0.03% 173
2023
Q4 		$22.5K Buy
+87
New +$21.4K 0.02% 174

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Abich Financial Wealth Management's V Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Visa (V) in Q3 2025: 70 shares worth $23.9K. The stake represents 0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in V as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in V in Q4 2023 and has held it in 5 quarters since. The position peaked at $39.3K in Q2 2024. 4,309 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Abich Financial Wealth Management held 70 shares of Visa worth $23.9K as of Q3 2025.
  • Visa was a new Abich Financial Wealth Management position in Q3 2025.
  • Visa made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #383 holding.
  • Abich Financial Wealth Management first reported a position in Visa in Q4 2023 and has held it in 5 quarters since.
  • Abich Financial Wealth Management's Visa position peaked at $39.3K in Q2 2024.
  • 4,309 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.