Gitterman Wealth Management’s Visa V Stock Holding History

Gitterman 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	$288K	Sell	841 -208	-20%	-$72K	0.07%	92
2025 Q2	$373K	Sell	1,049 -849	-45%	-$296K	0.09%	59
2025 Q1	$666K	Buy	1,898 +909	+92%	+$308K	0.18%	31
2024 Q4	$313K	Buy	989 +20	+2%	+$6.01K	0.13%	71
2024 Q3	$267K	Buy	969 +11	+1%	+$2.97K	0.11%	78
2024 Q2	$252K	Sell	958 -1,043	-52%	-$286K	0.1%	75
2024 Q1	$559K	Buy	2,001 +1,167	+140%	+$322K	0.22%	26
2023 Q4	$217K	Buy	+834	New	+$206K	0.1%	78
2023 Q3	–	Sell	-1,880	Closed	-$447K	–	104
2023 Q2	$447K	Buy	+1,880	New	+$430K	0.21%	25

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

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

Gitterman Wealth Management reduced its Visa (V) stake by 20% in Q3 2025, selling an estimated $72K and leaving 841 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #92.

Gitterman Wealth Management first reported a position in V in Q2 2023 and has held it in 9 quarters since. The position peaked at $666K in Q1 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

Gitterman Wealth Management held 841 shares of Visa worth $288K as of Q3 2025.
Gitterman Wealth Management sold 208 Visa shares in Q3 2025, an estimated $72K.
Visa made up 0.07% of Gitterman Wealth Management's portfolio in Q3 2025, its #92 holding.
Gitterman Wealth Management first reported a position in Visa in Q2 2023 and has held it in 9 quarters since.
Gitterman Wealth Management's Visa position peaked at $666K in Q1 2025.
4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.