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Donoghue Forlines’s Visa V Stock Holding History

Donoghue Forlines’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 		– Sell
-6,764
Closed -$2.37M – 144
2025
Q1 		$2.37M Buy
+6,764
New +$2.29M 0.75% 21
2024
Q2 		– Sell
-5,594
Closed -$1.56M – 262
2024
Q1 		$1.56M Buy
5,594
+398
+8% +$110K 0.44% 69
2023
Q4 		$1.35M Sell
5,196
-207
-4% -$51K 0.42% 66
2023
Q3 		$1.24M Sell
5,403
-60
-1% -$14.4K 0.44% 70
2023
Q2 		$1.3M Buy
+5,463
New +$1.25M 0.41% 58
2023
Q1 		– Sell
-6,184
Closed -$1.28M – 261
2022
Q4 		$1.28M Buy
+6,184
New +$1.25M 0.45% 62

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Donoghue Forlines's V Position: Q2 2025 in Review

Donoghue Forlines sold out of Visa (V) in Q2 2025, closing a stake of 6,764 shares — an estimated $2.37M sold.

Donoghue Forlines first reported a position in V in Q4 2022 and held it in 6 quarters. The position peaked at $2.37M in Q1 2025. 4,348 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Donoghue Forlines reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
  • Donoghue Forlines sold 6,764 Visa shares in Q2 2025, an estimated $2.37M.
  • Donoghue Forlines first reported a position in Visa in Q4 2022 and held it in 6 quarters.
  • Donoghue Forlines's Visa position peaked at $2.37M in Q1 2025.
  • 4,348 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Donoghue Forlines's 13F filing for Q2 2025, filed 8 Aug 2025.