D. Scott Neal’s Visa V Stock Holding History

D. Scott Neal’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	$871K	Hold	2,550	–	–	0.4%	25
2025 Q2	$905K	Hold	2,550	–	–	0.45%	24
2025 Q1	$894K	Hold	2,550	–	–	0.5%	23
2024 Q4	$806K	Hold	2,550	–	–	0.44%	24
2024 Q3	$701K	Hold	2,550	–	–	0.37%	26
2024 Q2	$669K	Hold	2,550	–	–	0.37%	32
2024 Q1	$712K	Hold	2,550	–	–	0.47%	29
2023 Q4	$664K	Sell	2,550 -25	-1%	-$6.16K	0.59%	26
2023 Q3	$592K	Hold	2,575	–	–	0.51%	30
2023 Q2	$612K	Hold	2,575	–	–	0.46%	31
2023 Q1	$581K	Hold	2,575	–	–	0.32%	31
2022 Q4	$535K	Hold	2,575	–	–	0.26%	32
2022 Q3	$457K	Hold	2,575	–	–	0.19%	34
2022 Q2	$507K	Sell	2,575 -250	-9%	-$51.7K	0.21%	32
2022 Q1	$627K	Buy	2,825 +987	+54%	+$213K	0.25%	33
2021 Q4	$398K	Buy	+1,838	New	+$395K	0.15%	42
2016 Q1	–	Sell	-90	Closed	-$7K	–	176
2015 Q4	$7K	Buy	+90	New	+$6.97K	0.01%	114

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

D. Scott Neal's V Position: Q3 2025 in Review

D. Scott Neal held its Visa (V) position steady in Q3 2025 at 2,550 shares worth $871K. The position accounts for 0.4% of the portfolio, ranked #25.

D. Scott Neal first reported a position in V in Q4 2015 and has held it in 17 quarters since. The position peaked at $905K in Q2 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

D. Scott Neal held 2,550 shares of Visa worth $871K as of Q3 2025.
D. Scott Neal left its Visa share count unchanged in Q3 2025.
Visa made up 0.4% of D. Scott Neal's portfolio in Q3 2025, its #25 holding.
D. Scott Neal first reported a position in Visa in Q4 2015 and has held it in 17 quarters since.
D. Scott Neal's Visa position peaked at $905K in Q2 2025.
4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.