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Copperleaf Capital’s Visa V Stock Holding History

Copperleaf Capital’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 		$1.11M Sell
3,238
-2,159
-40% -$747K 0.53% 49
2025
Q2 		$1.92M Buy
5,397
+25
+0.5% +$8.71K 0.97% 26
2025
Q1 		$1.88M Sell
5,372
-184
-3% -$62.3K 1.13% 25
2024
Q4 		$1.76M Buy
5,556
+807
+17% +$243K 1.11% 26
2024
Q3 		$1.31M Sell
4,749
-101
-2% -$27.3K 1% 31
2024
Q2 		$1.27M Sell
4,850
-15
-0.3% -$4.11K 1.02% 30
2024
Q1 		$1.36M Buy
4,865
+138
+3% +$38.1K 1.18% 29
2023
Q4 		$1.23M Sell
4,727
-150
-3% -$37K 1.25% 24
2023
Q3 		$1.12M Sell
4,877
-675
-12% -$162K 1.21% 26
2023
Q2 		$1.32M Sell
5,552
-691
-11% -$158K 1.24% 26
2023
Q1 		$1.41M Sell
6,243
-234
-4% -$52.1K 1.4% 23
2022
Q4 		$1.35M Sell
6,477
-900
-12% -$181K 1.55% 19
2022
Q3 		$1.31M Sell
7,377
-591
-7% -$120K 1.42% 22
2022
Q2 		$1.57M Buy
7,968
+49
+0.6% +$10.1K 1.59% 21
2022
Q1 		$1.76M Buy
7,919
+449
+6% +$97.1K 1.56% 23
2021
Q4 		$1.62M Buy
7,470
+496
+7% +$106K 1.4% 25
2021
Q3 		$1.55M Buy
6,974
+162
+2% +$38K 1.5% 24
2021
Q2 		$1.59M Sell
6,812
-56
-0.8% -$12.8K 1.56% 23
2021
Q1 		$1.45M Buy
6,868
+221
+3% +$46.5K 1.55% 25
2020
Q4 		$1.45M Sell
6,647
-298
-4% -$61K 1.24% 25
2020
Q3 		$1.39M Sell
6,945
-102
-1% -$20.4K 1.34% 26
2020
Q2 		$1.36M Sell
7,047
-88
-1% -$16.1K 1.41% 24
2020
Q1 		$1.15M Sell
7,135
-736
-9% -$139K 1.38% 25
2019
Q4 		$1.48M Buy
+7,871
New +$1.42M 1.5% 23

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

Copperleaf Capital's V Position: Q3 2025 in Review

Copperleaf Capital reduced its Visa (V) stake by 40% in Q3 2025, selling an estimated $747K and leaving 3,238 shares worth $1.11M. The position accounts for 0.53% of the portfolio, ranked #49.

Copperleaf Capital first reported a position in V in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.92M in Q2 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Copperleaf Capital held 3,238 shares of Visa worth $1.11M as of Q3 2025.
  • Copperleaf Capital sold 2,159 Visa shares in Q3 2025, an estimated $747K.
  • Visa made up 0.53% of Copperleaf Capital's portfolio in Q3 2025, its #49 holding.
  • Copperleaf Capital first reported a position in Visa in Q4 2019 and has held it in 24 quarters since.
  • Copperleaf Capital's Visa position peaked at $1.92M in Q2 2025.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.