BBW
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Blue Barn Wealth’s Visa V Stock Holding History

Blue Barn 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 		$290K Sell
826
-1,972
-70% -$672K 0.42% 30
2025
Q3 		$955K Sell
2,798
-244
-8% -$84.4K 0.42% 40
2025
Q2 		$1.08M Buy
3,042
+146
+5% +$50.9K 0.51% 36
2025
Q1 		$1.01M Buy
2,896
+1
+0% +$338 0.53% 35
2024
Q4 		$915K Buy
2,895
+3
+0.1% +$902 0.48% 38
2024
Q3 		$795K Sell
2,892
-29
-1% -$7.84K 0.41% 41
2024
Q2 		$767K Buy
2,921
+148
+5% +$40.6K 0.43% 41
2024
Q1 		$774K Buy
2,773
+503
+22% +$139K 0.43% 42
2023
Q4 		$591K Buy
2,270
+356
+19% +$87.7K 0.35% 46
2023
Q3 		$440K Buy
1,914
+83
+5% +$20K 0.29% 61
2023
Q2 		$435K Buy
1,831
+10
+0.5% +$2.29K 0.28% 61
2023
Q1 		$411K Buy
1,821
+623
+52% +$139K 0.25% 69
2022
Q4 		$249K Sell
1,198
-974
-45% -$196K 0.16% 95
2022
Q3 		$386K Buy
2,172
+330
+18% +$67.2K 0.27% 56
2022
Q2 		$363K Buy
1,842
+42
+2% +$8.68K 0.28% 63
2022
Q1 		$399K Buy
1,800
+411
+30% +$88.9K 0.28% 55
2021
Q4 		$301K Sell
1,389
-36
-3% -$7.73K 0.2% 77
2021
Q3 		$317K Buy
+1,425
New +$334K 0.28% 67

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

Blue Barn Wealth's V Position: Q4 2025 in Review

Blue Barn Wealth reduced its Visa (V) stake by 70% in Q4 2025, selling an estimated $672K and leaving 826 shares worth $290K. The position accounts for 0.42% of the portfolio, ranked #30.

Blue Barn Wealth first reported a position in V in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.08M in Q2 2025. 4,590 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Blue Barn Wealth held 826 shares of Visa worth $290K as of Q4 2025.
  • Blue Barn Wealth sold 1,972 Visa shares in Q4 2025, an estimated $672K.
  • Visa made up 0.42% of Blue Barn Wealth's portfolio in Q4 2025, its #30 holding.
  • Blue Barn Wealth first reported a position in Visa in Q3 2021 and has held it in 18 quarters since.
  • Blue Barn Wealth's Visa position peaked at $1.08M in Q2 2025.
  • 4,590 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.