BHPW
V icon

Beverly Hills Private Wealth’s Visa V Stock Holding History

Beverly Hills 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
2026
Q1 		$8.24M Buy
27,259
+9,130
+50% +$2.94M 1.37% 15
2025
Q4 		$6.36M Buy
18,129
+2,634
+17% +$897K 1.09% 20
2025
Q3 		$5.29M Buy
15,495
+1,211
+8% +$419K 0.93% 21
2025
Q2 		$5.07M Sell
14,284
-934
-6% -$326K 0.95% 19
2025
Q1 		$5.33M Buy
15,218
+393
+3% +$133K 1.06% 17
2024
Q4 		$4.69M Buy
14,825
+799
+6% +$240K 0.95% 19
2024
Q3 		$3.86M Buy
14,026
+5,801
+71% +$1.57M 0.78% 28
2024
Q2 		$2.16M Buy
8,225
+2,677
+48% +$734K 0.47% 55
2024
Q1 		$1.55M Buy
5,548
+2,343
+73% +$647K 0.36% 76
2023
Q4 		$834K Buy
3,205
+1,578
+97% +$389K 0.22% 105
2023
Q3 		$374K Buy
1,627
+112
+7% +$26.9K 0.11% 203
2023
Q2 		$362K Buy
1,515
+481
+47% +$110K 0.06% 271
2023
Q1 		$233K Buy
+1,034
New +$230K 0.07% 249

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