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Beck Capital Management’s Visa V Stock Holding History

Beck Capital 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 		– Sell
-5,184
Closed -$1.77M – 138
2025
Q3 		$1.77M Sell
5,184
-512
-9% -$177K 0.41% 63
2025
Q2 		$2.02M Buy
5,696
+4,900
+616% +$1.71M 0.5% 60
2025
Q1 		$279K Buy
796
+35
+5% +$11.8K 0.08% 105
2024
Q4 		$241K Buy
+761
New +$229K 0.06% 107
2020
Q1 		– Sell
-1,420
Closed -$267K – 114
2019
Q4 		$267K Buy
+1,420
New +$256K 0.13% 95
2016
Q1 		– Sell
-28,131
Closed -$2.18M – 149
2015
Q4 		$2.18M Buy
28,131
+7,086
+34% +$549K 1.28% 26
2015
Q3 		$1.52M Buy
21,045
+6,425
+44% +$459K 1.05% 38
2015
Q2 		$982K Buy
14,620
+3,265
+29% +$221K 0.53% 57
2015
Q1 		$742K Sell
11,355
-121
-1% -$8K 0.42% 58
2014
Q4 		$752K Buy
11,476
+4,868
+74% +$293K 0.44% 63
2014
Q3 		$343K Hold
6,608
– – 0.24% 108
2014
Q2 		$348K Buy
6,608
+60
+0.9% +$3.14K 0.23% 109
2014
Q1 		$351K Sell
6,548
-1,020
-13% -$56.7K 0.27% 107
2013
Q4 		$411K Buy
+7,568
New +$382K 0.33% 90

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beck Capital Management's V Position: Q4 2025 in Review

Beck Capital Management sold out of Visa (V) in Q4 2025, closing a stake of 5,184 shares — an estimated $1.77M sold.

Beck Capital Management first reported a position in V in Q4 2013 and held it in 14 quarters. The position peaked at $2.18M in Q4 2015. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Beck Capital Management reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • Beck Capital Management sold 5,184 Visa shares in Q4 2025, an estimated $1.77M.
  • Beck Capital Management first reported a position in Visa in Q4 2013 and held it in 14 quarters.
  • Beck Capital Management's Visa position peaked at $2.18M in Q4 2015.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Beck Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.