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Bordeaux Wealth Advisors’s Visa V Stock Holding History

Bordeaux 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
2025
Q2 		$4.7M Sell
13,248
-2,168
-14% -$756K 0.6% 23
2025
Q1 		$5.4M Buy
15,416
+1,830
+13% +$619K 1% 22
2024
Q4 		$4.29M Buy
13,586
+643
+5% +$193K 0.69% 24
2024
Q3 		$3.56M Buy
12,943
+617
+5% +$167K 0.64% 29
2024
Q2 		$3.24M Buy
12,326
+9,026
+274% +$2.47M 0.62% 30
2024
Q1 		$921K Sell
3,300
-711
-18% -$196K 0.3% 39
2023
Q4 		$1.04M Buy
4,011
+847
+27% +$209K 0.35% 38
2023
Q3 		$728K Buy
3,164
+343
+12% +$82.4K 0.29% 42
2023
Q2 		$670K Sell
2,821
-253
-8% -$57.9K 0.27% 44
2023
Q1 		$693K Buy
3,074
+609
+25% +$136K 0.36% 42
2022
Q4 		$512K Sell
2,465
-647
-21% -$130K 0.28% 52
2022
Q3 		$553K Buy
3,112
+1,859
+148% +$378K 0.35% 46
2022
Q2 		$247K Buy
1,253
+172
+16% +$35.5K 0.17% 70
2022
Q1 		$239K Buy
1,081
+137
+15% +$29.6K 0.13% 81
2021
Q4 		$205K Buy
+944
New +$203K 0.09% 96

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

Bordeaux Wealth Advisors's V Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Visa (V) stake by 14% in Q2 2025, selling an estimated $756K and leaving 13,248 shares worth $4.7M. The position accounts for 0.6% of the portfolio, ranked #23.

Bordeaux Wealth Advisors first reported a position in V in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.4M in Q1 2025. 4,342 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Bordeaux Wealth Advisors held 13,248 shares of Visa worth $4.7M as of Q2 2025.
  • Bordeaux Wealth Advisors sold 2,168 Visa shares in Q2 2025, an estimated $756K.
  • Visa made up 0.6% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #23 holding.
  • Bordeaux Wealth Advisors first reported a position in Visa in Q4 2021 and has held it in 15 quarters since.
  • Bordeaux Wealth Advisors's Visa position peaked at $5.4M in Q1 2025.
  • 4,342 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.