Axim Planning & Wealth’s Visa V Stock Holding History

Axim Planning & 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 Q4	–	Sell	-1,791	Closed	-$611K	–	95
2025 Q3	$611K	Buy	+1,791	New	+$620K	0.48%	21

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

Axim Planning & Wealth's V Position: Q4 2025 in Review

Axim Planning & Wealth sold out of Visa (V) in Q4 2025, closing a stake of 1,791 shares — an estimated $611K sold.

Axim Planning & Wealth first reported a position in V in Q3 2025 and held it in 1 quarter. The position peaked at $611K in Q3 2025. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

Axim Planning & Wealth reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
Axim Planning & Wealth sold 1,791 Visa shares in Q4 2025, an estimated $611K.
Axim Planning & Wealth first reported a position in Visa in Q3 2025 and held it in 1 quarter.
Axim Planning & Wealth's Visa position peaked at $611K in Q3 2025.
4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Axim Planning & Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.