GFWA
V icon

Grey Fox Wealth Advisors’s Visa V Stock Holding History

Grey Fox Wealth Advisors’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
2026
Q1 		$207K Buy
684
+54
+9% +$17.4K 0.04% 137
2025
Q4 		$221K Sell
630
-11
-2% -$3.75K 0.05% 123
2025
Q3 		$219K Buy
641
+12
+2% +$4.15K 0.04% 133
2025
Q2 		$223K Hold
629
– – 0.05% 121
2025
Q1 		$221K Buy
+629
New +$213K 0.06% 117
2023
Q2 		– Sell
-1,655
Closed -$373K – 486
2023
Q1 		$373K Buy
1,655
+90
+6% +$20K 0.22% 66
2022
Q4 		$325K Buy
+1,565
New +$316K 0.21% 67

Other funds holding V

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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