Advanced Portfolio Management’s Visa V Stock Holding History

Advanced Portfolio 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 Q4	$457K	Buy	+1,302	New	+$444K	1.39%	25
2024 Q4	–	Sell	-913	Closed	-$251K	–	79
2024 Q3	$251K	Sell	913 -791	-46%	-$214K	0.26%	42
2024 Q2	$447K	Hold	1,704	–	–	0.3%	46
2024 Q1	$476K	Buy	+1,704	New	+$470K	0.9%	31
2023 Q4	–	Sell	-6,898	Closed	-$1.59M	–	112
2023 Q3	$1.59M	Buy	6,898 +877	+15%	+$211K	1.33%	25
2023 Q2	$1.43M	Buy	+6,021	New	+$1.38M	1.3%	22

Other funds holding V

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advanced Portfolio Management's V Position: Q4 2025 in Review

Advanced Portfolio Management opened a new position in Visa (V) in Q4 2025: 1,302 shares worth $457K. The stake represents 1.39% of the portfolio and ranks #25 among its holdings. This is a return to the name: Advanced Portfolio Management previously reported a position in V as recently as Q3 2024.

Advanced Portfolio Management first reported a position in V in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.59M in Q3 2023. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

Advanced Portfolio Management held 1,302 shares of Visa worth $457K as of Q4 2025.
Visa was a new Advanced Portfolio Management position in Q4 2025.
Visa made up 1.39% of Advanced Portfolio Management's portfolio in Q4 2025, its #25 holding.
Advanced Portfolio Management first reported a position in Visa in Q2 2023 and has held it in 6 quarters since.
Advanced Portfolio Management's Visa position peaked at $1.59M in Q3 2023.
4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.