Fortress Wealth Management’s Visa V Stock Holding History

Fortress Wealth Management’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 Q3	$383K	Buy	1,121 +1	+0.1%	+$346	0.17%	56
2025 Q2	$398K	Sell	1,120 -1	-0.1%	-$349	0.19%	55
2025 Q1	$393K	Hold	1,121	–	–	0.2%	54
2024 Q4	$354K	Buy	1,121 +1	+0.1%	+$301	0.17%	55
2024 Q3	$308K	Sell	1,120 -16	-1%	-$4.33K	0.15%	58
2024 Q2	$298K	Hold	1,136	–	–	0.15%	59
2024 Q1	$317K	Hold	1,136	–	–	0.16%	56
2023 Q4	$296K	Buy	1,136 +4	+0.4%	+$986	0.16%	58
2023 Q3	$260K	Buy	1,132 +11	+1%	+$2.64K	0.17%	55
2023 Q2	$266K	Hold	1,121	–	–	0.17%	56
2023 Q1	$253K	Hold	1,121	–	–	0.18%	54
2022 Q4	$233K	Buy	+1,121	New	+$226K	0.19%	52
2022 Q3	–	Sell	-1,121	Closed	-$221K	–	56
2022 Q2	$221K	Hold	1,121	–	–	0.21%	47
2022 Q1	$249K	Hold	1,121	–	–	0.19%	50
2021 Q4	$243K	Buy	+1,121	New	+$241K	0.18%	44

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fortress Wealth Management's V Position: Q3 2025 in Review

Fortress Wealth Management increased its Visa (V) stake by 0.09% in Q3 2025, buying an estimated $346 and bringing the position to 1,121 shares worth $383K. The position accounts for 0.17% of the portfolio, ranked #56.

Fortress Wealth Management first reported a position in V in Q4 2021 and has held it in 15 quarters since. The position peaked at $398K in Q2 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

Fortress Wealth Management held 1,121 shares of Visa worth $383K as of Q3 2025.
Fortress Wealth Management bought 1 Visa share in Q3 2025, an estimated $346.
Visa made up 0.17% of Fortress Wealth Management's portfolio in Q3 2025, its #56 holding.
Fortress Wealth Management first reported a position in Visa in Q4 2021 and has held it in 15 quarters since.
Fortress Wealth Management's Visa position peaked at $398K in Q2 2025.
4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.