FIM
V icon

Freedom Investment Management’s Visa V Stock Holding History

Freedom Investment 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
Q4 		– Sell
-879
Closed -$300K – 143
2025
Q3 		$300K Sell
879
-7,004
-89% -$2.42M 0.08% 115
2025
Q2 		$2.8M Sell
7,883
-110
-1% -$38.3K 0.22% 76
2025
Q1 		$2.8M Sell
7,993
-170
-2% -$57.5K 0.24% 72
2024
Q4 		$2.58M Buy
8,163
+48
+0.6% +$14.4K 0.21% 78
2024
Q3 		$2.23M Buy
8,115
+562
+7% +$152K 0.18% 91
2024
Q2 		$1.98M Buy
7,553
+779
+11% +$214K 0.16% 116
2024
Q1 		$1.89M Buy
6,774
+552
+9% +$152K 0.15% 129
2023
Q4 		$1.62M Buy
6,222
+344
+6% +$84.8K 0.13% 142
2023
Q3 		$1.35M Buy
5,878
+929
+19% +$223K 0.17% 140
2023
Q2 		$1.18M Buy
4,949
+1,715
+53% +$393K 0.13% 196
2023
Q1 		$729K Buy
3,234
+190
+6% +$42.3K 0.08% 307
2022
Q4 		$632K Sell
3,044
-747
-20% -$151K 0.07% 342
2022
Q3 		$673K Sell
3,791
-565
-13% -$115K 0.08% 333
2022
Q2 		$858K Sell
4,356
-2,208
-34% -$456K 0.09% 289
2022
Q1 		$1.46M Sell
6,564
-5,065
-44% -$1.1M 0.13% 203
2021
Q4 		$2.52M Sell
11,629
-393
-3% -$84.4K 0.18% 137
2021
Q3 		$2.68M Sell
12,022
-257
-2% -$60.3K 0.2% 117
2021
Q2 		$2.87M Buy
12,279
+133
+1% +$30.4K 0.21% 110
2021
Q1 		$2.57M Sell
12,146
-2,333
-16% -$491K 0.2% 117
2020
Q4 		$3.17M Sell
14,479
-1,028
-7% -$210K 0.35% 65
2020
Q3 		$3.1M Sell
15,507
-1,420
-8% -$284K 0.34% 61
2020
Q2 		$3.27M Sell
16,927
-1,189
-7% -$217K 0.36% 60
2020
Q1 		$3.67M Sell
18,116
-77
-0.4% -$14.5K 0.32% 69
2019
Q4 		$3.42M Buy
18,193
+2,197
+14% +$396K 0.3% 71
2019
Q3 		$2.75M Buy
15,996
+1,464
+10% +$261K 0.24% 82
2019
Q2 		$2.52M Buy
14,532
+185
+1% +$30.3K 0.21% 96
2019
Q1 		$2.24M Buy
14,347
+837
+6% +$121K 0.18% 120
2018
Q4 		$1.78M Buy
13,510
+405
+3% +$55.9K 0.14% 141
2018
Q3 		$1.94M Sell
13,105
-320
-2% -$45.5K 0.12% 165
2018
Q2 		$1.78M Sell
13,425
-5,481
-29% -$705K 0.11% 192
2018
Q1 		$2.26M Sell
18,906
-683
-3% -$82.8K 0.12% 149
2017
Q4 		$2.23M Sell
19,589
-542
-3% -$59.9K 0.11% 139
2017
Q3 		$2.12M Buy
20,131
+815
+4% +$82.7K 0.12% 129
2017
Q2 		$1.81M Buy
19,316
+4,480
+30% +$416K 0.1% 143
2017
Q1 		$1.32M Buy
14,836
+7,148
+93% +$615K 0.08% 213
2016
Q4 		$600K Sell
7,688
-314
-4% -$25.2K 0.04% 424
2016
Q3 		$662K Buy
8,002
+906
+13% +$72.5K 0.04% 370
2016
Q2 		$526K Buy
7,096
+521
+8% +$40.8K 0.04% 403
2016
Q1 		$503K Buy
6,575
+266
+4% +$19.3K 0.04% 399
2015
Q4 		$489K Sell
6,309
-1,312
-17% -$102K 0.04% 413
2015
Q3 		$398K Buy
+7,621
New +$544K 0.04% 386
2014
Q1 		– Sell
-4,696
Closed -$261K – 472
2013
Q4 		$261K Sell
4,696
-608
-11% -$30.7K 0.06% 312
2013
Q3 		$253K Sell
5,304
-1,504
-22% -$69.5K 0.07% 266
2013
Q2 		$311K Buy
+6,808
New +$298K 0.11% 172

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

Freedom Investment Management's V Position: Q4 2025 in Review

Freedom Investment Management sold out of Visa (V) in Q4 2025, closing a stake of 879 shares — an estimated $300K sold.

Freedom Investment Management first reported a position in V in Q2 2013 and held it in 44 quarters. The position peaked at $3.67M in Q1 2020. 4,592 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Freedom Investment Management reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • Freedom Investment Management sold 879 Visa shares in Q4 2025, an estimated $300K.
  • Freedom Investment Management first reported a position in Visa in Q2 2013 and held it in 44 quarters.
  • Freedom Investment Management's Visa position peaked at $3.67M in Q1 2020.
  • 4,592 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Freedom Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.