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Graham Capital Wealth Management’s Visa V Stock Holding History

Graham Capital 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 		– Sell
-572
Closed -$203K – 75
2025
Q2 		$203K Buy
+572
New +$199K 0.23% 62
2023
Q2 		– Sell
-133
Closed -$300K – 137
2023
Q1 		$300K Buy
+133
New +$29.6K 0.04% 143

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

Graham Capital Wealth Management's V Position: Q3 2025 in Review

Graham Capital Wealth Management sold out of Visa (V) in Q3 2025, closing a stake of 572 shares — an estimated $203K sold.

Graham Capital Wealth Management first reported a position in V in Q1 2023 and held it in 2 quarters. The position peaked at $300K in Q1 2023. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Graham Capital Wealth Management reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
  • Graham Capital Wealth Management sold 572 Visa shares in Q3 2025, an estimated $203K.
  • Graham Capital Wealth Management first reported a position in Visa in Q1 2023 and held it in 2 quarters.
  • Graham Capital Wealth Management's Visa position peaked at $300K in Q1 2023.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Graham Capital Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.