CAWM
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Capital A Wealth Management’s Visa V Stock Holding History

Capital A 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
Q2 		$40.6K Sell
156
-1,149
-88% -$400K 0.45% 66
2025
Q1 		$458K Sell
1,305
-86
-6% -$29.1K 0.48% 23
2024
Q4 		$440K Buy
+1,391
New +$418K 0.73% 30

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

Capital A Wealth Management's V Position: Q2 2025 in Review

Capital A Wealth Management reduced its Visa (V) stake by 88% in Q2 2025, selling an estimated $400K and leaving 156 shares worth $40.6K. The position accounts for 0.45% of the portfolio, ranked #66.

Capital A Wealth Management first reported a position in V in Q4 2024 and has held it in 3 quarters since. The position peaked at $458K in Q1 2025. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Capital A Wealth Management held 156 shares of Visa worth $40.6K as of Q2 2025.
  • Capital A Wealth Management sold 1,149 Visa shares in Q2 2025, an estimated $400K.
  • Visa made up 0.45% of Capital A Wealth Management's portfolio in Q2 2025, its #66 holding.
  • Capital A Wealth Management first reported a position in Visa in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Visa position peaked at $458K in Q1 2025.
  • 4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.