EW
V icon

Enzi Wealth’s Visa V Stock Holding History

Enzi Wealth’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 		$237K Buy
786
+5
+0.6% +$1.61K 0.08% 63
2025
Q4 		$257K Sell
781
-34
-4% -$11.6K 0.09% 63
2025
Q3 		$273K Buy
815
+29
+4% +$10K 0.1% 56
2025
Q2 		$273K Sell
786
-34
-4% -$11.9K 0.1% 58
2025
Q1 		$275K Buy
820
+59
+8% +$20K 0.11% 52
2024
Q4 		$246K Buy
761
+24
+3% +$7.22K 0.09% 62
2024
Q3 		$207K Buy
+737
New +$199K 0.08% 66
2023
Q4 		– Sell
-1,152
Closed -$274K – 60
2023
Q3 		$274K Sell
1,152
-90
-7% -$21.6K 0.15% 45
2023
Q2 		$302K Sell
1,242
-254
-17% -$58.1K 0.15% 46
2023
Q1 		$349K Sell
1,496
-60
-4% -$13.4K 0.18% 48
2022
Q4 		$348K Hold
1,556
– – 0.17% 55
2022
Q3 		$319K Buy
+1,556
New +$317K 0.16% 57

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