BBWA
V icon

Bell & Brown Wealth Advisors’s Visa V Stock Holding History

Bell & Brown Wealth Advisors’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 		$293K Buy
970
+1
+0.1% +$322 0.1% 66
2025
Q4 		$340K Buy
969
+20
+2% +$6.81K 0.11% 64
2025
Q3 		$324K Hold
949
– – 0.11% 62
2025
Q2 		$337K Buy
949
+42
+5% +$14.6K 0.12% 62
2025
Q1 		$318K Buy
907
+53
+6% +$17.9K 0.12% 61
2024
Q4 		$270K Sell
854
-60
-7% -$18K 0.1% 63
2024
Q3 		$251K Sell
914
-150
-14% -$40.6K 0.1% 63
2024
Q2 		$279K Buy
1,064
+250
+31% +$68.5K 0.11% 63
2024
Q1 		$227K Hold
814
– – 0.1% 64
2023
Q4 		$212K Buy
+814
New +$201K 0.1% 71

Other funds holding V

BlackRock
BlackRock New York $5.7T 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