AWM
V icon

Accredited Wealth Management’s Visa V Stock Holding History

Accredited 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 		$293K Sell
74
-894
-92% -$309K 0.22% 57
2025
Q2 		$344K Buy
968
+5
+0.5% +$1.74K 0.28% 51
2025
Q1 		$337K Sell
963
-10
-1% -$3.38K 0.29% 43
2024
Q4 		$308K Buy
+973
New +$293K 0.27% 53

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

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

Accredited Wealth Management reduced its Visa (V) stake by 92% in Q3 2025, selling an estimated $309K and leaving 74 shares worth $293K. The position accounts for 0.22% of the portfolio, ranked #57.

Accredited Wealth Management first reported a position in V in Q4 2024 and has held it in 4 quarters since. The position peaked at $344K in Q2 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Accredited Wealth Management held 74 shares of Visa worth $293K as of Q3 2025.
  • Accredited Wealth Management sold 894 Visa shares in Q3 2025, an estimated $309K.
  • Visa made up 0.22% of Accredited Wealth Management's portfolio in Q3 2025, its #57 holding.
  • Accredited Wealth Management first reported a position in Visa in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Visa position peaked at $344K in Q2 2025.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.