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Great Waters Wealth Management’s Visa V Stock Holding History

Great Waters 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
Q1 		– Sell
-775
Closed -$245K – 115
2024
Q4 		$245K Sell
775
-22
-3% -$6.62K 0.03% 91
2024
Q3 		$219K Hold
797
– – 0.03% 98
2024
Q2 		$209K Buy
797
+74
+10% +$20.3K 0.03% 98
2024
Q1 		$202K Buy
+723
New +$200K 0.03% 95

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Great Waters Wealth Management's V Position: Q1 2025 in Review

Great Waters Wealth Management sold out of Visa (V) in Q1 2025, closing a stake of 775 shares — an estimated $245K sold.

Great Waters Wealth Management first reported a position in V in Q1 2024 and held it in 4 quarters. The position peaked at $245K in Q4 2024. 4,279 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Great Waters Wealth Management reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
  • Great Waters Wealth Management sold 775 Visa shares in Q1 2025, an estimated $245K.
  • Great Waters Wealth Management first reported a position in Visa in Q1 2024 and held it in 4 quarters.
  • Great Waters Wealth Management's Visa position peaked at $245K in Q4 2024.
  • 4,279 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Great Waters Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.