EPW
V icon

Evergreen Private Wealth’s Visa V Stock Holding History

Evergreen Private 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 		$157K Buy
520
+5
+1% +$1.61K 0.06% 74
2025
Q4 		$181K Sell
515
-9
-2% -$3.07K 0.07% 68
2025
Q3 		$179K Sell
524
-20
-4% -$6.92K 0.07% 68
2025
Q2 		$193K Sell
544
-124
-19% -$43.2K 0.08% 67
2025
Q1 		$234K Hold
668
– – 0.11% 64
2024
Q4 		$211K Buy
668
+2
+0.3% +$601 0.1% 65
2024
Q3 		$183K Buy
666
+5
+0.8% +$1.35K 0.08% 71
2024
Q2 		$174K Sell
661
-41
-6% -$11.2K 0.09% 71
2024
Q1 		$196K Sell
702
-9
-1% -$2.48K 0.1% 73
2023
Q4 		$185K Buy
+711
New +$175K 0.1% 67

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