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Forte Capital’s Visa V Stock Holding History

Forte Capital’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 		$1.22M Buy
3,430
+17
+0.5% +$5.92K 0.13% 112
2025
Q1 		$1.2M Sell
3,413
-316
-8% -$107K 0.14% 107
2024
Q4 		$1.18M Sell
3,729
-93
-2% -$28K 0.13% 106
2024
Q3 		$1.05M Sell
3,822
-252
-6% -$68.1K 0.12% 114
2024
Q2 		$1.07M Buy
4,074
+53
+1% +$14.5K 0.13% 106
2024
Q1 		$1.12M Sell
4,021
-44
-1% -$12.1K 0.14% 103
2023
Q4 		$1.06M Buy
4,065
+19
+0.5% +$4.68K 0.14% 101
2023
Q3 		$931K Buy
4,046
+492
+14% +$118K 0.14% 98
2023
Q2 		$844K Sell
3,554
-186
-5% -$42.6K 0.12% 105
2023
Q1 		$843K Sell
3,740
-262
-7% -$58.3K 0.13% 107
2022
Q4 		$831K Buy
4,002
+318
+9% +$64.1K 0.14% 107
2022
Q3 		$654K Buy
3,684
+44
+1% +$8.95K 0.12% 110
2022
Q2 		$717K Sell
3,640
-333
-8% -$68.8K 0.12% 112
2022
Q1 		$861K Hold
3,973
– – 0.11% 115
2021
Q4 		$861K Sell
3,973
-512
-11% -$110K 0.11% 115
2021
Q3 		$999K Sell
4,485
-117
-3% -$27.4K 0.14% 103
2021
Q2 		$1.08M Buy
4,602
+283
+7% +$64.7K 0.15% 98
2021
Q1 		$914K Sell
4,319
-97
-2% -$20.4K 0.14% 105
2020
Q4 		$966K Sell
4,416
-49
-1% -$10K 0.15% 97
2020
Q3 		$893K Buy
4,465
+18
+0.4% +$3.6K 0.16% 95
2020
Q2 		$859K Buy
+4,447
New +$812K 0.18% 85

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

Forte Capital's V Position: Q2 2025 in Review

Forte Capital increased its Visa (V) stake by 0.5% in Q2 2025, buying an estimated $5.92K and bringing the position to 3,430 shares worth $1.22M. The position accounts for 0.13% of the portfolio, ranked #112.

Forte Capital first reported a position in V in Q2 2020 and has held it in 21 quarters since. 4,348 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Forte Capital held 3,430 shares of Visa worth $1.22M as of Q2 2025.
  • Forte Capital bought 17 Visa shares in Q2 2025, an estimated $5.92K.
  • Visa made up 0.13% of Forte Capital's portfolio in Q2 2025, its #112 holding.
  • Forte Capital first reported a position in Visa in Q2 2020 and has held it in 21 quarters since.
  • 4,348 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.