BIP
V icon

Blue Investment Partners’s Visa V Stock Holding History

Blue Investment Partners’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
Q2 		$687K Hold
1,935
– – 0.24% 30
2025
Q1 		$678K Hold
1,935
– – 0.26% 30
2024
Q4 		$612K Hold
1,935
– – 0.22% 34
2024
Q3 		$532K Hold
1,935
– – 0.22% 32
2024
Q2 		$508K Hold
1,935
– – 0.23% 31
2024
Q1 		$540K Hold
1,935
– – 0.28% 28
2023
Q4 		$504K Hold
1,935
– – 0.33% 23
2023
Q3 		$445K Buy
1,935
+202
+12% +$48.6K 0.35% 19
2023
Q2 		$412K Hold
1,733
– – 0.31% 22
2023
Q1 		$391K Hold
1,733
– – 0.39% 19
2022
Q4 		$360K Buy
+1,733
New +$349K 0.45% 20

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blue Investment Partners's V Position: Q2 2025 in Review

Blue Investment Partners held its Visa (V) position steady in Q2 2025 at 1,935 shares worth $687K. The position accounts for 0.24% of the portfolio, ranked #30.

Blue Investment Partners first reported a position in V in Q4 2022 and has held it in 11 quarters since. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Blue Investment Partners held 1,935 shares of Visa worth $687K as of Q2 2025.
  • Blue Investment Partners left its Visa share count unchanged in Q2 2025.
  • Visa made up 0.24% of Blue Investment Partners's portfolio in Q2 2025, its #30 holding.
  • Blue Investment Partners first reported a position in Visa in Q4 2022 and has held it in 11 quarters since.
  • 4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.