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Adero Partners’s Visa V Stock Holding History

Adero Partners’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
Q1 		$1.47M Buy
4,188
+159
+4% +$53.8K 0.1% 69
2024
Q4 		$1.27M Buy
4,029
+304
+8% +$91.4K 0.08% 76
2024
Q3 		$1.02M Buy
3,725
+236
+7% +$63.8K 0.07% 79
2024
Q2 		$916K Buy
3,489
+141
+4% +$38.6K 0.07% 81
2024
Q1 		$934K Sell
3,348
-125
-4% -$34.5K 0.07% 83
2023
Q4 		$904K Buy
3,473
+1
+0% +$246 0.08% 80
2023
Q3 		$799K Buy
3,472
+1,340
+63% +$322K 0.08% 80
2023
Q2 		$506K Sell
2,132
-534
-20% -$122K 0.05% 98
2023
Q1 		$601K Buy
2,666
+491
+23% +$109K 0.07% 92
2022
Q4 		$452K Sell
2,175
-226
-9% -$45.6K 0.05% 104
2022
Q3 		$458K Buy
2,401
+355
+17% +$72.2K 0.06% 96
2022
Q2 		$418K Buy
2,046
+164
+9% +$33.9K 0.06% 96
2022
Q1 		$417K Sell
1,882
-206
-10% -$44.6K 0.06% 101
2021
Q4 		$452K Buy
2,088
+119
+6% +$25.5K 0.07% 105
2021
Q3 		$439K Buy
1,969
+17
+0.9% +$3.99K 0.08% 97
2021
Q2 		$456K Buy
1,952
+165
+9% +$37.7K 0.11% 84
2021
Q1 		$378K Buy
1,787
+115
+7% +$24.2K 0.17% 81
2020
Q4 		$366K Sell
1,672
-17
-1% -$3.48K 0.31% 51
2020
Q3 		$338K Buy
1,689
+527
+45% +$105K 0.27% 63
2020
Q2 		$224K Buy
+1,162
New +$212K 0.23% 65

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Adero Partners's V Position: Q1 2025 in Review

Adero Partners increased its Visa (V) stake by 3.9% in Q1 2025, buying an estimated $53.8K and bringing the position to 4,188 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #69.

Adero Partners first reported a position in V in Q2 2020 and has held it in 20 quarters since. 4,279 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Adero Partners held 4,188 shares of Visa worth $1.47M as of Q1 2025.
  • Adero Partners bought 159 Visa shares in Q1 2025, an estimated $53.8K.
  • Visa made up 0.1% of Adero Partners's portfolio in Q1 2025, its #69 holding.
  • Adero Partners first reported a position in Visa in Q2 2020 and has held it in 20 quarters since.
  • 4,279 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.