Coastwise Capital Group’s Visa V Stock Holding History

Coastwise Capital Group’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
2026 Q1	$612K	Buy	2,024 +507	+33%	+$163K	0.34%	59
2025 Q4	$532K	Buy	1,517 +2	+0.1%	+$681	0.27%	80
2025 Q3	$517K	Buy	1,515 +102	+7%	+$35.3K	0.36%	65
2025 Q2	$502K	Sell	1,413 -546	-28%	-$190K	0.4%	58
2025 Q1	$686K	Sell	1,959 -298	-13%	-$101K	0.58%	47
2024 Q4	$713K	Sell	2,257 -3	-0.1%	-$902	0.57%	47
2024 Q3	$621K	Buy	2,260 +435	+24%	+$118K	0.51%	55
2024 Q2	$479K	Buy	1,825 +2	+0.1%	+$548	0.46%	59
2024 Q1	$509K	Buy	1,823 +36	+2%	+$9.94K	0.47%	63
2023 Q4	$465K	Buy	1,787 +12	+0.7%	+$2.96K	0.47%	61
2023 Q3	$408K	Buy	1,775 +601	+51%	+$144K	0.47%	66
2023 Q2	$279K	Buy	1,174 +1	+0.1%	+$229	0.32%	87
2023 Q1	$265K	Sell	1,173 -100	-8%	-$22.3K	0.3%	89
2022 Q4	$264K	Buy	1,273 +1	+0.1%	+$202	0.31%	89
2022 Q3	$226K	Sell	1,272 -43	-3%	-$8.75K	0.36%	84
2022 Q2	$259K	Buy	1,315 +201	+18%	+$41.5K	0.32%	86
2022 Q1	$247K	Buy	+1,114	New	+$241K	0.31%	84

Other funds holding V

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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