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FullCircle Wealth’s Visa V Stock Holding History

FullCircle 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
2025
Q3 		$1.45M Sell
4,247
-324
-7% -$112K 0.51% 60
2025
Q2 		$1.56M Sell
4,571
-335
-7% -$117K 0.58% 47
2025
Q1 		$1.66M Buy
4,906
+50
+1% +$16.9K 0.68% 40
2024
Q4 		$1.73M Buy
4,856
+258
+6% +$77.6K 0.71% 39
2024
Q3 		$1.31M Buy
4,598
+116
+3% +$31.4K 0.59% 51
2024
Q2 		$1.14M Buy
+4,482
New +$1.23M 0.56% 54

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

FullCircle Wealth's V Position: Q3 2025 in Review

FullCircle Wealth reduced its Visa (V) stake by 7.1% in Q3 2025, selling an estimated $112K and leaving 4,247 shares worth $1.45M. The position accounts for 0.51% of the portfolio, ranked #60.

FullCircle Wealth first reported a position in V in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.73M in Q4 2024. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • FullCircle Wealth held 4,247 shares of Visa worth $1.45M as of Q3 2025.
  • FullCircle Wealth sold 324 Visa shares in Q3 2025, an estimated $112K.
  • Visa made up 0.51% of FullCircle Wealth's portfolio in Q3 2025, its #60 holding.
  • FullCircle Wealth first reported a position in Visa in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's Visa position peaked at $1.73M in Q4 2024.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.