Ground Swell Capital’s Visa V Stock Holding History

Ground Swell Capital’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	-923	Closed	-$292K	–	264
2024 Q4	$292K	Buy	+923	New	+$278K	0.44%	50
2022 Q2	–	Sell	-1,593	Closed	-$353K	–	181
2022 Q1	$353K	Buy	+1,593	New	+$345K	0.91%	14
2021 Q4	–	Sell	-1,258	Closed	-$280K	–	114
2021 Q3	$280K	Buy	+1,258	New	+$295K	1.21%	22
2014 Q3	$241K	Buy	4,524 +2,252	+99%	+$121K	0.46%	31
2014 Q2	$120K	Buy	+2,272	New	+$119K	0.23%	47

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ground Swell Capital's V Position: Q1 2025 in Review

Ground Swell Capital sold out of Visa (V) in Q1 2025, closing a stake of 923 shares — an estimated $292K sold.

Ground Swell Capital first reported a position in V in Q2 2014 and held it in 5 quarters. The position peaked at $353K in Q1 2022. 4,278 funds tracked by Wall St. Rank hold V as of Q1 2025.

Ground Swell Capital reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
Ground Swell Capital sold 923 Visa shares in Q1 2025, an estimated $292K.
Ground Swell Capital first reported a position in Visa in Q2 2014 and held it in 5 quarters.
Ground Swell Capital's Visa position peaked at $353K in Q1 2022.
4,278 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.