Court Place Advisors’s Visa V Stock Holding History

Court Place Advisors’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	$1.35M	Buy	3,961 +3	+0.1%	+$1.04K	0.41%	53
2025 Q2	$1.41M	Buy	3,958 +13	+0.3%	+$4.53K	0.44%	50
2025 Q1	$1.38M	Buy	3,945 +192	+5%	+$65K	0.46%	49
2024 Q4	$1.19M	Sell	3,753 -168	-4%	-$50.5K	0.38%	56
2024 Q3	$1.08M	Buy	3,921 +1,141	+41%	+$308K	0.31%	68
2024 Q2	$730K	Hold	2,780	–	–	0.23%	80
2024 Q1	$776K	Hold	2,780	–	–	0.25%	78
2023 Q4	$724K	Hold	2,780	–	–	0.24%	85
2023 Q3	$640K	Sell	2,780 -26	-0.9%	-$6.25K	0.23%	86
2023 Q2	$666K	Hold	2,806	–	–	0.23%	82
2023 Q1	$633K	Hold	2,806	–	–	0.23%	89
2022 Q4	$583K	Hold	2,806	–	–	0.21%	94
2022 Q3	$498K	Sell	2,806 -50	-2%	-$10.2K	0.2%	97
2022 Q2	$562K	Hold	2,856	–	–	0.21%	93
2022 Q1	$633K	Sell	2,856 -670	-19%	-$145K	0.2%	95
2021 Q4	$764K	Buy	3,526 +790	+29%	+$170K	0.21%	92
2021 Q3	$609K	Buy	2,736 +440	+19%	+$103K	0.18%	99
2021 Q2	$537K	Buy	2,296 +425	+23%	+$97.2K	0.16%	112
2021 Q1	$396K	Buy	1,871 +840	+81%	+$177K	0.12%	127
2020 Q4	$226K	Buy	+1,031	New	+$211K	0.08%	159

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Court Place Advisors's V Position: Q3 2025 in Review

Court Place Advisors increased its Visa (V) stake by 0.08% in Q3 2025, buying an estimated $1.04K and bringing the position to 3,961 shares worth $1.35M. The position accounts for 0.41% of the portfolio, ranked #53.

Court Place Advisors first reported a position in V in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.41M in Q2 2025. 4,309 funds tracked by Wall St. Rank hold V as of Q3 2025.

Court Place Advisors held 3,961 shares of Visa worth $1.35M as of Q3 2025.
Court Place Advisors bought 3 Visa shares in Q3 2025, an estimated $1.04K.
Visa made up 0.41% of Court Place Advisors's portfolio in Q3 2025, its #53 holding.
Court Place Advisors first reported a position in Visa in Q4 2020 and has held it in 20 quarters since.
Court Place Advisors's Visa position peaked at $1.41M in Q2 2025.
4,309 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.