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Edge Capital Group’s Visa V Stock Holding History

Edge Capital Group’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
2024
Q4 		$3.43M Buy
10,864
+462
+4% +$139K 0.15% 109
2024
Q3 		$2.86M Buy
10,402
+139
+1% +$37.6K 0.13% 113
2024
Q2 		$2.69M Buy
10,263
+18
+0.2% +$4.93K 0.13% 114
2024
Q1 		$2.86M Sell
10,245
-143
-1% -$39.5K 0.14% 113
2023
Q4 		$2.7M Buy
10,388
+260
+3% +$64.1K 0.15% 112
2023
Q3 		$2.33M Sell
10,128
-6,015
-37% -$1.45M 0.15% 109
2023
Q2 		$3.83M Sell
16,143
-901
-5% -$206K 0.22% 98
2023
Q1 		$3.84M Buy
17,044
+6,210
+57% +$1.38M 0.24% 88
2022
Q4 		$2.25M Buy
10,834
+1,059
+11% +$214K 0.16% 98
2022
Q3 		$1.74M Buy
9,775
+47
+0.5% +$9.56K 0.14% 104
2022
Q2 		$1.92M Sell
9,728
-39
-0.4% -$8.06K 0.17% 97
2022
Q1 		$2.17M Buy
9,767
+2,732
+39% +$591K 0.15% 102
2021
Q4 		$1.52M Sell
7,035
-260
-4% -$55.8K 0.11% 118
2021
Q3 		$1.63M Sell
7,295
-284
-4% -$66.6K 0.13% 112
2021
Q2 		$1.77M Sell
7,579
-1,962
-21% -$449K 0.14% 104
2021
Q1 		$2.02M Sell
9,541
-533
-5% -$112K 0.17% 94
2020
Q4 		$2.2M Buy
10,074
+2,242
+29% +$459K 0.19% 93
2020
Q3 		$1.57M Buy
7,832
+1,870
+31% +$374K 0.16% 101
2020
Q2 		$1.15M Sell
5,962
-332
-5% -$60.7K 0.12% 112
2020
Q1 		$1.01M Buy
6,294
+1,933
+44% +$364K 0.12% 111
2019
Q4 		$819K Sell
4,361
-521
-11% -$93.9K 0.08% 138
2019
Q3 		$840K Sell
4,882
-2,960
-38% -$527K 0.09% 134
2019
Q2 		$1.36M Buy
7,842
+3,813
+95% +$624K 0.13% 104
2019
Q1 		$629K Sell
4,029
-1,903
-32% -$274K 0.06% 153
2018
Q4 		$783K Buy
+5,932
New +$819K 0.09% 126

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Edge Capital Group's V Position: Q4 2024 in Review

Edge Capital Group increased its Visa (V) stake by 4.4% in Q4 2024, buying an estimated $139K and bringing the position to 10,864 shares worth $3.43M. The position accounts for 0.15% of the portfolio, ranked #109.

Edge Capital Group first reported a position in V in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.84M in Q1 2023. 4,278 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • Edge Capital Group held 10,864 shares of Visa worth $3.43M as of Q4 2024.
  • Edge Capital Group bought 462 Visa shares in Q4 2024, an estimated $139K.
  • Visa made up 0.15% of Edge Capital Group's portfolio in Q4 2024, its #109 holding.
  • Edge Capital Group first reported a position in Visa in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Visa position peaked at $3.84M in Q1 2023.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.