CF
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Copperwynd Financial’s Visa V Stock Holding History

Copperwynd Financial’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 		$1.62M Sell
4,576
-734
-14% -$256K 0.41% 45
2025
Q1 		$1.86M Buy
5,310
+158
+3% +$53.5K 0.51% 37
2024
Q4 		$1.63M Buy
5,152
+44
+0.9% +$13.2K 0.45% 40
2024
Q3 		$1.4M Buy
5,108
+378
+8% +$102K 0.42% 40
2024
Q2 		$1.26M Buy
4,730
+605
+15% +$166K 0.41% 40
2024
Q1 		$1.15M Buy
4,125
+187
+5% +$51.6K 0.41% 39
2023
Q4 		$1.03M Sell
3,938
-100
-2% -$24.6K 0.41% 39
2023
Q3 		$929K Sell
4,038
-276
-6% -$66.3K 0.44% 37
2023
Q2 		$1.02M Buy
4,314
+10
+0.2% +$2.29K 0.48% 44
2023
Q1 		$970K Buy
4,304
+1,947
+83% +$433K 0.5% 42
2022
Q4 		$490K Sell
2,357
-322
-12% -$64.9K 0.28% 89
2022
Q3 		$476K Sell
2,679
-86
-3% -$17.5K 0.27% 80
2022
Q2 		$544K Sell
2,765
-238
-8% -$49.2K 0.32% 73
2022
Q1 		$666K Sell
3,003
-121
-4% -$26.2K 0.28% 67
2021
Q4 		$677K Buy
3,124
+140
+5% +$30.1K 0.26% 70
2021
Q3 		$665K Buy
2,984
+311
+12% +$72.9K 0.27% 66
2021
Q2 		$625K Buy
2,673
+548
+26% +$125K 0.27% 60
2021
Q1 		$450K Buy
2,125
+251
+13% +$52.8K 0.2% 93
2020
Q4 		$410K Buy
1,874
+335
+22% +$68.6K 0.2% 91
2020
Q3 		$308K Buy
1,539
+464
+43% +$92.7K 0.16% 97
2020
Q2 		$208K Buy
+1,075
New +$196K 0.12% 104

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

Copperwynd Financial's V Position: Q2 2025 in Review

Copperwynd Financial reduced its Visa (V) stake by 14% in Q2 2025, selling an estimated $256K and leaving 4,576 shares worth $1.62M. The position accounts for 0.41% of the portfolio, ranked #45.

Copperwynd Financial first reported a position in V in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.86M in Q1 2025. 4,342 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Copperwynd Financial held 4,576 shares of Visa worth $1.62M as of Q2 2025.
  • Copperwynd Financial sold 734 Visa shares in Q2 2025, an estimated $256K.
  • Visa made up 0.41% of Copperwynd Financial's portfolio in Q2 2025, its #45 holding.
  • Copperwynd Financial first reported a position in Visa in Q2 2020 and has held it in 21 quarters since.
  • Copperwynd Financial's Visa position peaked at $1.86M in Q1 2025.
  • 4,342 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.