ARC
V icon

Advisor Resource Council’s Visa V Stock Holding History

Advisor Resource Council’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
2026
Q1 		$1.09M Buy
3,592
+67
+2% +$21.5K 0.35% 46
2025
Q4 		$1.18M Buy
+3,525
New +$1.2M 0.42% 43
2025
Q3 		– Sell
-1,547
Closed -$549K – 173
2025
Q2 		$549K Sell
1,547
-5,128
-77% -$1.79M 0.21% 73
2025
Q1 		$1.85M Buy
+6,675
New +$2.26M 0.15% 165
2024
Q4 		– Sell
-4,098
Closed -$1.13M – 261
2024
Q3 		$1.13M Buy
+4,098
New +$1.11M 0.51% 46
2024
Q2 		– Sell
-3,914
Closed -$1.02M – 217
2024
Q1 		$1.02M Sell
3,914
-1,285
-25% -$355K 0.43% 49
2023
Q4 		$1.35M Buy
5,199
+3,084
+146% +$760K 0.16% 139
2023
Q3 		$486K Sell
2,115
-18
-0.8% -$4.33K 0.25% 70
2023
Q2 		$507K Sell
2,133
-5,088
-70% -$1.16M 0.23% 74
2023
Q1 		$1.65M Buy
7,221
+4,369
+153% +$972K 0.41% 55
2022
Q4 		$593K Sell
2,852
-208
-7% -$41.9K 0.29% 70
2022
Q3 		$543K Sell
3,060
-7,649
-71% -$1.56M 0.37% 75
2022
Q2 		$2.11M Buy
10,709
+2,855
+36% +$590K 0.2% 113
2022
Q1 		$1.74M Sell
7,854
-8,441
-52% -$1.83M 0.52% 53
2021
Q4 		$3.53M Buy
16,295
+7,461
+84% +$1.6M 0.27% 77
2021
Q3 		$1.97M Sell
8,834
-4,432
-33% -$1.04M 0.6% 45
2021
Q2 		$3.1M Buy
+13,266
New +$3.03M 0.32% 68

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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