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Austin Private Wealth’s Visa V Stock Holding History

Austin Private Wealth’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 		– Sell
-500
Closed -$158K – 320
2024
Q4 		$158K Buy
+500
New +$150K 0.01% 271

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
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
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

Austin Private Wealth's V Position: Q4 2025 in Review

Austin Private Wealth reduced its Visa (V) stake by 8.4% in Q4 2025, selling an estimated $144K and leaving 4,627 shares worth $1.62M. The position accounts for 0.12% of the portfolio, ranked #82.

Austin Private Wealth first reported a position in V in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.07M in Q1 2025. 4,591 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Austin Private Wealth held 4,627 shares of Visa worth $1.62M as of Q4 2025.
  • Austin Private Wealth sold 422 Visa shares in Q4 2025, an estimated $144K.
  • Visa made up 0.12% of Austin Private Wealth's portfolio in Q4 2025, its #82 holding.
  • Austin Private Wealth first reported a position in Visa in Q4 2019 and has held it in 25 quarters since.
  • Austin Private Wealth's Visa position peaked at $2.07M in Q1 2025.
  • 4,591 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.