CCMI
V icon

Creative Capital Management Investments’s Visa V Stock Holding History

Creative Capital Management Investments’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 		$97.9K Hold
324
– – 0.03% 90
2025
Q4 		$114K Hold
324
– – 0.03% 82
2025
Q3 		$111K Buy
324
+26
+9% +$9K 0.04% 81
2025
Q2 		$106K Hold
298
– – 0.04% 81
2025
Q1 		$104K Sell
298
-1,102
-79% -$373K 0.04% 75
2024
Q4 		$442K Sell
1,400
-25
-2% -$7.52K 0.19% 29
2024
Q3 		$392K Hold
1,425
– – 0.16% 29
2024
Q2 		$374K Hold
1,425
– – 0.18% 25
2024
Q1 		$398K Hold
1,425
– – 0.21% 25
2023
Q4 		$371K Hold
1,425
– – 0.21% 24
2023
Q3 		$328K Hold
1,425
– – 0.22% 25
2023
Q2 		$338K Hold
1,425
– – 0.24% 27
2023
Q1 		$321K Buy
1,425
+25
+2% +$5.57K 0.23% 30
2022
Q4 		$291K Buy
+1,400
New +$282K 0.25% 26

Other funds holding V

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
VPM
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