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Brass Tax Wealth Management’s Visa V Stock Holding History

Brass Tax Wealth Management’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
Q3 		$858K Buy
2,514
+32
+1% +$11.1K 0.14% 72
2025
Q2 		$881K Buy
2,482
+35
+1% +$12.2K 0.17% 63
2025
Q1 		$857K Buy
2,447
+108
+5% +$36.5K 0.18% 66
2024
Q4 		$739K Sell
2,339
-20
-0.8% -$6.01K 0.16% 74
2024
Q3 		$648K Buy
2,359
+318
+16% +$86K 0.14% 77
2024
Q2 		$536K Buy
2,041
+331
+19% +$90.7K 0.23% 59
2024
Q1 		$477K Buy
+1,710
New +$472K 0.25% 53

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
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

Brass Tax Wealth Management's V Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Visa (V) stake by 1.3% in Q3 2025, buying an estimated $11.1K and bringing the position to 2,514 shares worth $858K. The position accounts for 0.14% of the portfolio, ranked #72.

Brass Tax Wealth Management first reported a position in V in Q1 2024 and has held it in 7 quarters since. The position peaked at $881K in Q2 2025. 4,309 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Brass Tax Wealth Management held 2,514 shares of Visa worth $858K as of Q3 2025.
  • Brass Tax Wealth Management bought 32 Visa shares in Q3 2025, an estimated $11.1K.
  • Visa made up 0.14% of Brass Tax Wealth Management's portfolio in Q3 2025, its #72 holding.
  • Brass Tax Wealth Management first reported a position in Visa in Q1 2024 and has held it in 7 quarters since.
  • Brass Tax Wealth Management's Visa position peaked at $881K in Q2 2025.
  • 4,309 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.