Anderson Financial Strategies’s Visa V Stock Holding History

Anderson Financial Strategies’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 Q2	–	Sell	-150	Closed	-$52.6K	–	204
2025 Q1	$52.6K	Buy	+150	New	+$50.8K	0.03%	103

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Anderson Financial Strategies's V Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Visa (V) in Q2 2025, closing a stake of 150 shares — an estimated $52.6K sold.

Anderson Financial Strategies first reported a position in V in Q1 2025 and held it in 1 quarter. The position peaked at $52.6K in Q1 2025. 4,344 funds tracked by Wall St. Rank hold V as of Q2 2025.

Anderson Financial Strategies reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
Anderson Financial Strategies sold 150 Visa shares in Q2 2025, an estimated $52.6K.
Anderson Financial Strategies first reported a position in Visa in Q1 2025 and held it in 1 quarter.
Anderson Financial Strategies's Visa position peaked at $52.6K in Q1 2025.
4,344 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.